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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 | $176,342 | $79,867+120.8% | $120,344+46.5% | $64,340+174.1% |
| Participation rate | 79.8% | 63.0%+16.8pp | 76.7%+3.1pp | 55.2%+24.6pp |
| Annual return | 11.71% | 21.10%-9.4pp | 20.30%-8.6pp | 24.14%-12.4pp |
| Employer contribution / active EE | $716 | $1,925-62.8% | $3,020-76.3% | $1,862-61.5% |
| Participant deferral / active EE | $3,390 | $3,593-5.7% | $5,135-34.0% | $2,980+13.7% |
| Admin fee / account holder | $1,477 | $5,039-70.7% | $12,742-88.4% | $3,703-60.1% |