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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 | $195,124 | $81,476+139.5% | $102,383+90.6% | $80,925+141.1% |
| Participation rate | 82.2% | 66.8%+15.4pp | 74.5%+7.7pp | 67.7%+14.6pp |
| Annual return | 13.05% | 25.59%-12.5pp | 24.94%-11.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $993 | $3,105-68.0% | $3,870-74.3% | $2,756-64.0% |
| Participant deferral / active EE | $9,034 | $3,871+133.4% | $5,060+78.6% | $4,299+110.2% |
| Admin fee / account holder | $3,175 | $6,717-52.7% | $8,391-62.2% | $6,940-54.3% |