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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 | $81,262+136.2% | $155,602+23.3% | $80,911+137.2% |
| Participation rate | 88.5% | 66.2%+22.2pp | 78.2%+10.3pp | 67.6%+20.8pp |
| Annual return | 11.46% | 33.34%-21.9pp | 64.81%-53.3pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,476 | $3,102-20.2% | $4,675-47.0% | $2,756-10.2% |
| Participant deferral / active EE | $10,169 | $3,451+194.6% | $5,629+80.7% | $4,297+136.7% |
| Admin fee / account holder | $1,172 | $7,992-85.3% | $15,923-92.6% | $6,935-83.1% |