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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 | $156,352 | $72,486+115.7% | $87,103+79.5% | $72,976+114.3% |
| Participation rate | 91.2% | 72.8%+18.4pp | 76.9%+14.3pp | 69.5%+21.7pp |
| Annual return | 17.12% | 24.46%-7.3pp | 28.19%-11.1pp | 81.02%-63.9pp |
| Employer contribution / active EE | $997 | $1,894-47.4% | $2,521-60.5% | $2,440-59.2% |
| Participant deferral / active EE | $4,561 | $3,270+39.5% | $4,049+12.7% | $3,608+26.4% |
| Admin fee / account holder | $3,532 | $5,055-30.1% | $7,491-52.9% | $5,124-31.1% |