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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 | $181,849 | $43,075+322.2% | $74,577+143.8% | $62,881+189.2% |
| Participation rate | 76.7% | 58.1%+18.6pp | 68.1%+8.6pp | 69.3%+7.4pp |
| Annual return | 8.48% | 17.50%-9.0pp | 20.47%-12.0pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,137 | $1,498+42.7% | $2,525-15.4% | $2,281-6.3% |
| Participant deferral / active EE | $6,197 | $2,389+159.3% | $3,458+79.2% | $3,203+93.5% |
| Admin fee / account holder | $1,853 | $2,840-34.8% | $4,138-55.2% | $4,296-56.9% |