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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 | $177,444 | $57,140+210.5% | $85,240+108.2% | $80,959+119.2% |
| Participation rate | 75.8% | 56.4%+19.3pp | 67.5%+8.2pp | 67.7%+8.1pp |
| Annual return | 15.03% | 21.71%-6.7pp | 66.75%-51.7pp | 35.67%-20.6pp |
| Employer contribution / active EE | $354 | $1,802-80.3% | $2,735-87.1% | $2,757-87.2% |
| Participant deferral / active EE | $6,212 | $3,115+99.4% | $4,527+37.2% | $4,300+44.5% |
| Admin fee / account holder | $8,858 | $4,992+77.5% | $6,165+43.7% | $6,925+27.9% |