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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 | $186,131 | $124,425+49.6% | $112,040+66.1% | $137,256+35.6% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 14.18% | 24.72%-10.5pp | 24.52%-10.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $828 | $3,411-75.7% | $2,954-72.0% | $4,156-80.1% |
| Participant deferral / active EE | $6,928 | $5,718+21.1% | $5,098+35.9% | $6,407+8.1% |
| Admin fee / account holder | $7,763 | $15,207-49.0% | $12,098-35.8% | $12,270-36.7% |