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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 | $206,723 | $86,940+137.8% | $102,434+101.8% | $80,935+155.4% |
| Participation rate | 86.8% | 72.4%+14.4pp | 76.5%+10.3pp | 67.7%+19.1pp |
| Annual return | 11.44% | 18.89%-7.5pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,872 | $2,370-21.0% | $3,023-38.1% | $2,757-32.1% |
| Participant deferral / active EE | $5,559 | $4,121+34.9% | $5,055+10.0% | $4,299+29.3% |
| Admin fee / account holder | $23,864 | $8,047+196.6% | $9,462+152.2% | $6,924+244.6% |