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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 | $214,606 | $87,059+146.5% | $105,608+103.2% | $80,925+165.2% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.7%+24.9pp |
| Annual return | 14.59% | 17.05%-2.5pp | 116.50%-101.9pp | 35.65%-21.1pp |
| Employer contribution / active EE | $888 | $2,396-62.9% | $3,167-71.9% | $2,756-67.8% |
| Participant deferral / active EE | $8,225 | $3,986+106.3% | $5,010+64.2% | $4,299+91.3% |
| Admin fee / account holder | $6,551 | $8,443-22.4% | $11,028-40.6% | $6,940-5.6% |