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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 | $187,791 | $47,848+292.5% | $81,473+130.5% | $70,126+167.8% |
| Participation rate | 80.3% | 58.3%+22.0pp | 68.0%+12.3pp | 69.5%+10.8pp |
| Annual return | 14.82% | 27.25%-12.4pp | 38.78%-24.0pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,239 | $1,527+46.6% | $2,568-12.8% | $2,343-4.4% |
| Participant deferral / active EE | $6,401 | $2,453+160.9% | $3,537+81.0% | $3,332+92.1% |
| Admin fee / account holder | $1,206 | $3,145-61.7% | $4,561-73.6% | $4,645-74.0% |