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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 | $235,737 | $86,919+171.2% | $102,457+130.1% | $80,911+191.4% |
| Participation rate | 78.6% | 72.4%+6.2pp | 76.5%+2.1pp | 67.6%+10.9pp |
| Annual return | 15.92% | 18.90%-3.0pp | 29.41%-13.5pp | 35.63%-19.7pp |
| Employer contribution / active EE | $1,998 | $2,368-15.6% | $3,022-33.9% | $2,756-27.5% |
| Participant deferral / active EE | $7,848 | $4,119+90.5% | $5,054+55.3% | $4,297+82.6% |
| Admin fee / account holder | $763 | $8,049-90.5% | $9,451-91.9% | $6,935-89.0% |