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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 | $187,941 | $72,607+158.8% | $90,259+108.2% | $87,485+114.8% |
| Participation rate | 85.7% | 64.8%+20.9pp | 70.7%+15.0pp | 68.9%+16.8pp |
| Annual return | 14.46% | 18.59%-4.1pp | 18.88%-4.4pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,219 | $1,919-36.5% | $2,291-46.8% | $2,596-53.1% |
| Participant deferral / active EE | $7,776 | $3,055+154.5% | $3,827+103.2% | $4,274+81.9% |
| Admin fee / account holder | $2,644 | $5,947-55.5% | $7,267-63.6% | $7,775-66.0% |