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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 | $162,276 | $213,785-24.1% | $185,441-12.5% | $155,188+4.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 10.26% | 19.97%-9.7pp | 20.16%-9.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $1,819 | $5,393-66.3% | $4,672-61.1% | $4,248-57.2% |
| Participant deferral / active EE | $9,330 | $6,864+35.9% | $6,152+51.7% | $6,531+42.9% |
| Admin fee / account holder | $2,481 | $21,134-88.3% | $17,890-86.1% | $14,480-82.9% |