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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 | $188,823 | $86,940+117.2% | $102,434+84.3% | $80,935+133.3% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.7%+14.4pp |
| Annual return | 13.78% | 18.89%-5.1pp | 29.46%-15.7pp | 35.66%-21.9pp |
| Employer contribution / active EE | $2,017 | $2,370-14.9% | $3,023-33.3% | $2,757-26.8% |
| Participant deferral / active EE | $10,118 | $4,121+145.5% | $5,055+100.2% | $4,299+135.3% |
| Admin fee / account holder | $3,027 | $8,047-62.4% | $9,462-68.0% | $6,924-56.3% |