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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 | $171,664 | $86,940+97.5% | $102,434+67.6% | $80,935+112.1% |
| Participation rate | 84.5% | 72.4%+12.1pp | 76.5%+8.0pp | 67.7%+16.8pp |
| Annual return | 10.39% | 18.89%-8.5pp | 29.46%-19.1pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,914 | $2,370-19.2% | $3,023-36.7% | $2,757-30.6% |
| Participant deferral / active EE | $7,119 | $4,121+72.7% | $5,055+40.8% | $4,299+65.6% |
| Admin fee / account holder | $72,032 | $8,047+795.1% | $9,462+661.3% | $6,924+940.3% |