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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 | $192,697 | $114,712+68.0% | $173,730+10.9% | $87,485+120.3% |
| Participation rate | 71.7% | 73.0%-1.3pp | 79.6%-7.8pp | 68.9%+2.8pp |
| Annual return | 14.38% | 20.18%-5.8pp | 19.96%-5.6pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,433 | $2,904-50.6% | $4,577-68.7% | $2,596-44.8% |
| Participant deferral / active EE | $7,649 | $4,642+64.8% | $6,326+20.9% | $4,274+79.0% |
| Admin fee / account holder | $4,107 | $10,210-59.8% | $17,523-76.6% | $7,775-47.2% |