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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 | $194,362 | $80,983+140.0% | $96,544+101.3% | $75,177+158.5% |
| Participation rate | 72.4% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.2pp |
| Annual return | 15.83% | 27.05%-11.2pp | 25.88%-10.0pp | 160.75%-144.9pp |
| Employer contribution / active EE | $1,135 | $2,282-50.3% | $2,966-61.7% | $2,671-57.5% |
| Participant deferral / active EE | $5,841 | $3,929+48.7% | $4,851+20.4% | $4,126+41.5% |
| Admin fee / account holder | $3,080 | $6,717-54.1% | $8,254-62.7% | $5,651-45.5% |