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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 | $57,057+211.0% | $85,009+108.7% | $80,874+119.4% |
| Participation rate | 75.8% | 56.4%+19.4pp | 67.5%+8.3pp | 67.6%+8.1pp |
| Annual return | 15.03% | 21.66%-6.6pp | 66.47%-51.4pp | 35.62%-20.6pp |
| Employer contribution / active EE | $354 | $1,799-80.3% | $2,728-87.0% | $2,756-87.1% |
| Participant deferral / active EE | $6,212 | $3,112+99.6% | $4,522+37.4% | $4,297+44.6% |
| Admin fee / account holder | $8,858 | $4,986+77.7% | $6,153+44.0% | $6,935+27.7% |