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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 | $172,155 | $251,004-31.4% | $191,597-10.1% | $138,895+23.9% |
| Participation rate | 75.0% | 82.4%-7.4pp | 76.9%-1.9pp | 79.9%-4.9pp |
| Annual return | 15.90% | 31.05%-15.1pp | 27.07%-11.2pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,551 | $6,226-75.1% | $5,025-69.1% | $4,194-63.0% |
| Participant deferral / active EE | $7,838 | $8,154-3.9% | $6,850+14.4% | $6,396+22.5% |
| Admin fee / account holder | $2,192 | $31,471-93.0% | $22,799-90.4% | $12,562-82.6% |