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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 | $315,200-45.4% | $238,191-27.7% | $155,188+10.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.1%-2.1pp | 80.8%-5.8pp |
| Annual return | 15.90% | 10.25%+5.7pp | 13.02%+2.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,551 | $6,383-75.7% | $5,082-69.5% | $4,248-63.5% |
| Participant deferral / active EE | $7,838 | $8,044-2.6% | $6,726+16.5% | $6,531+20.0% |
| Admin fee / account holder | $2,192 | $48,031-95.4% | $34,582-93.7% | $14,480-84.9% |