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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 | $223,425 | $106,524+109.7% | $152,301+46.7% | $87,485+155.4% |
| Participation rate | 82.6% | 75.8%+6.9pp | 82.4%+0.2pp | 68.9%+13.7pp |
| Annual return | 18.80% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $906 | $3,371-73.1% | $4,624-80.4% | $2,596-65.1% |
| Participant deferral / active EE | $7,919 | $6,525+21.4% | $8,004-1.1% | $4,274+85.3% |
| Admin fee / account holder | $5,055 | $8,287-39.0% | $14,398-64.9% | $7,775-35.0% |