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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 | $108,825+77.1% | $156,181+23.4% | $82,448+133.7% |
| Participation rate | 71.7% | 72.4%-0.6pp | 78.8%-7.1pp | 68.1%+3.7pp |
| Annual return | 14.38% | 20.59%-6.2pp | 64.87%-50.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,433 | $2,870-50.1% | $4,294-66.6% | $2,551-43.8% |
| Participant deferral / active EE | $7,649 | $4,577+67.1% | $6,132+24.7% | $4,139+84.8% |
| Admin fee / account holder | $4,107 | $9,341-56.0% | $14,586-71.8% | $7,234-43.2% |