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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,921 | $76,371+127.7% | $93,621+85.8% | $72,976+138.3% |
| Participation rate | 84.1% | 71.8%+12.3pp | 75.8%+8.3pp | 69.5%+14.6pp |
| Annual return | 23.84% | 25.82%-2.0pp | 32.76%-8.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $582 | $2,276-74.4% | $2,719-78.6% | $2,440-76.1% |
| Participant deferral / active EE | $6,700 | $3,538+89.3% | $4,070+64.6% | $3,608+85.7% |
| Admin fee / account holder | $3,971 | $6,839-41.9% | $7,890-49.7% | $5,124-22.5% |