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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 | $185,087 | $100,003+85.1% | $146,685+26.2% | $85,856+115.6% |
| Participation rate | 70.4% | 73.1%-2.7pp | 80.1%-9.7pp | 69.3%+1.1pp |
| Annual return | 17.85% | 18.93%-1.1pp | 22.75%-4.9pp | 318.58%-300.7pp |
| Employer contribution / active EE | $2,634 | $2,559+2.9% | $4,137-36.3% | $2,565+2.7% |
| Participant deferral / active EE | $8,527 | $4,006+112.9% | $5,507+54.9% | $3,952+115.8% |
| Admin fee / account holder | $2,556 | $7,704-66.8% | $10,281-75.1% | $6,261-59.2% |