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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 | $200,044 | $77,472+158.2% | $100,415+99.2% | $80,959+147.1% |
| Participation rate | 89.5% | 76.9%+12.5pp | 81.5%+8.0pp | 67.7%+21.8pp |
| Annual return | 24.17% | 37.26%-13.1pp | 49.47%-25.3pp | 35.67%-11.5pp |
| Employer contribution / active EE | $1,367 | $2,800-51.2% | $3,943-65.3% | $2,757-50.4% |
| Participant deferral / active EE | $4,665 | $6,818-31.6% | $8,091-42.3% | $4,300+8.5% |
| Admin fee / account holder | $5,902 | $5,885+0.3% | $7,906-25.4% | $6,925-14.8% |