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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 | $200,569 | $138,386+44.9% | $184,260+8.9% | $80,935+147.8% |
| Participation rate | 84.4% | 83.9%+0.6pp | 86.8%-2.4pp | 67.7%+16.8pp |
| Annual return | 19.34% | 20.02%-0.7pp | 28.84%-9.5pp | 35.66%-16.3pp |
| Employer contribution / active EE | $7,183 | $4,851+48.1% | $6,427+11.8% | $2,757+160.6% |
| Participant deferral / active EE | $16,022 | $7,076+126.4% | $9,133+75.4% | $4,299+272.7% |
| Admin fee / account holder | $5,326 | $10,489-49.2% | $13,898-61.7% | $6,924-23.1% |