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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 | $223,228 | $86,938+156.8% | $102,423+117.9% | $80,925+175.8% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.7%+15.3pp |
| Annual return | 12.68% | 18.89%-6.2pp | 29.42%-16.7pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,242 | $2,369-47.6% | $3,023-58.9% | $2,756-54.9% |
| Participant deferral / active EE | $8,613 | $4,120+109.0% | $5,054+70.4% | $4,299+100.4% |
| Admin fee / account holder | $1,069 | $8,053-86.7% | $9,455-88.7% | $6,940-84.6% |