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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 | $194,401 | $126,636+53.5% | $312,151-37.7% | $116,462+66.9% |
| Participation rate | 74.6% | 82.6%-7.9pp | 89.1%-14.4pp | 74.7%0pp |
| Annual return | 14.66% | 15.31%-0.6pp | 1.82%+12.8pp | 15.65%-1.0pp |
| Employer contribution / active EE | $2,768 | $3,444-19.6% | $8,031-65.5% | $3,231-14.3% |
| Participant deferral / active EE | $6,487 | $4,369+48.5% | $5,370+20.8% | $3,836+69.1% |
| Admin fee / account holder | $12,078 | $16,098-25.0% | $51,799-76.7% | $12,754-5.3% |