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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 | $197,011 | $80,983+143.3% | $96,544+104.1% | $75,177+162.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 15.03% | 27.05%-12.0pp | 25.88%-10.8pp | 160.75%-145.7pp |
| Employer contribution / active EE | $938 | $2,282-58.9% | $2,966-68.4% | $2,671-64.9% |
| Participant deferral / active EE | $3,645 | $3,929-7.2% | $4,851-24.9% | $4,126-11.7% |
| Admin fee / account holder | $74,017 | $6,717+1002.0% | $8,254+796.7% | $5,651+1209.7% |