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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 | $199,316 | $78,690+153.3% | $161,489+23.4% | $87,485+127.8% |
| Participation rate | 88.0% | 67.5%+20.5pp | 78.7%+9.3pp | 68.9%+19.1pp |
| Annual return | 16.94% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $875 | $2,588-66.2% | $4,268-79.5% | $2,596-66.3% |
| Participant deferral / active EE | $6,132 | $3,311+85.2% | $5,630+8.9% | $4,274+43.5% |
| Admin fee / account holder | $1,205 | $6,724-82.1% | $16,006-92.5% | $7,775-84.5% |