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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 | $188,306 | $72,492+159.8% | $87,104+116.2% | $72,975+158.0% |
| Participation rate | 71.8% | 72.8%-1.0pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 18.24% | 24.46%-6.2pp | 28.19%-9.9pp | 81.01%-62.8pp |
| Employer contribution / active EE | $1,561 | $1,894-17.6% | $2,521-38.1% | $2,440-36.0% |
| Participant deferral / active EE | $5,194 | $3,270+58.8% | $4,048+28.3% | $3,608+44.0% |
| Admin fee / account holder | $1,168 | $5,055-76.9% | $7,491-84.4% | $5,124-77.2% |