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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 | $191,207 | $67,602+182.8% | $82,312+132.3% | $70,126+172.7% |
| Participation rate | 84.1% | 72.8%+11.4pp | 76.9%+7.2pp | 69.5%+14.6pp |
| Annual return | 16.26% | 21.57%-5.3pp | 25.88%-9.6pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,623 | $1,755-7.5% | $2,428-33.2% | $2,343-30.7% |
| Participant deferral / active EE | $4,191 | $2,987+40.3% | $3,706+13.1% | $3,332+25.8% |
| Admin fee / account holder | $5,631 | $4,512+24.8% | $5,608+0.4% | $4,645+21.2% |