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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 | $186,052 | $64,359+189.1% | $90,161+106.4% | $70,126+165.3% |
| Participation rate | 86.7% | 70.4%+16.2pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 16.46% | 28.13%-11.7pp | 34.89%-18.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $2,532 | $2,046+23.8% | $3,318-23.7% | $2,343+8.1% |
| Participant deferral / active EE | $10,234 | $4,389+133.2% | $5,287+93.6% | $3,332+207.2% |
| Admin fee / account holder | $11,381 | $3,945+188.5% | $5,943+91.5% | $4,645+145.0% |