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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 | $200,129 | $95,453+109.7% | $112,040+78.6% | $82,448+142.7% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.5%+6.4pp | 68.1%+14.8pp |
| Annual return | 13.84% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $2,819 | $2,318+21.6% | $2,954-4.6% | $2,551+10.5% |
| Participant deferral / active EE | $12,760 | $4,224+202.1% | $5,098+150.3% | $4,139+208.3% |
| Admin fee / account holder | $3,962 | $9,013-56.0% | $12,098-67.3% | $7,234-45.2% |