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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 | $190,302 | $86,938+118.9% | $102,423+85.8% | $80,925+135.2% |
| Participation rate | 85.2% | 72.4%+12.8pp | 76.5%+8.7pp | 67.7%+17.5pp |
| Annual return | 11.01% | 18.89%-7.9pp | 29.42%-18.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $2,530 | $2,369+6.8% | $3,023-16.3% | $2,756-8.2% |
| Participant deferral / active EE | $10,212 | $4,120+147.8% | $5,054+102.1% | $4,299+137.6% |
| Admin fee / account holder | $9,354 | $8,053+16.2% | $9,455-1.1% | $6,940+34.8% |