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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 | $191,915 | $81,331+136.0% | $155,534+23.4% | $80,935+137.1% |
| Participation rate | 88.5% | 66.3%+22.2pp | 78.2%+10.2pp | 67.7%+20.8pp |
| Annual return | 11.46% | 33.37%-21.9pp | 64.92%-53.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,476 | $3,105-20.3% | $4,675-47.0% | $2,757-10.2% |
| Participant deferral / active EE | $10,169 | $3,454+194.4% | $5,630+80.6% | $4,299+136.5% |
| Admin fee / account holder | $1,172 | $7,999-85.4% | $15,900-92.6% | $6,924-83.1% |