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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 | $197,009 | $90,400+117.9% | $186,193+5.8% | $87,485+125.2% |
| Participation rate | 82.5% | 66.2%+16.3pp | 77.1%+5.4pp | 68.9%+13.6pp |
| Annual return | 15.70% | 22.15%-6.4pp | 78.03%-62.3pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,740 | $2,170-19.8% | $3,918-55.6% | $2,596-33.0% |
| Participant deferral / active EE | $8,279 | $4,330+91.2% | $6,513+27.1% | $4,274+93.7% |
| Admin fee / account holder | $7,420 | $8,673-14.5% | $11,058-32.9% | $7,775-4.6% |