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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 | $173,268 | $81,358+113.0% | $155,556+11.4% | $80,959+114.0% |
| Participation rate | 86.5% | 66.3%+20.3pp | 78.2%+8.3pp | 67.7%+18.9pp |
| Annual return | 11.86% | 33.39%-21.5pp | 64.84%-53.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $692 | $3,106-77.7% | $4,675-85.2% | $2,757-74.9% |
| Participant deferral / active EE | $6,710 | $3,455+94.2% | $5,631+19.2% | $4,300+56.0% |
| Admin fee / account holder | $1,843 | $7,994-76.9% | $15,885-88.4% | $6,925-73.4% |