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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 | $86,919+156.8% | $102,457+117.9% | $80,911+175.9% |
| Participation rate | 83.0% | 72.4%+10.6pp | 76.5%+6.5pp | 67.6%+15.3pp |
| Annual return | 12.68% | 18.90%-6.2pp | 29.41%-16.7pp | 35.63%-23.0pp |
| Employer contribution / active EE | $1,242 | $2,368-47.6% | $3,022-58.9% | $2,756-54.9% |
| Participant deferral / active EE | $8,613 | $4,119+109.1% | $5,054+70.4% | $4,297+100.4% |
| Admin fee / account holder | $1,069 | $8,049-86.7% | $9,451-88.7% | $6,935-84.6% |