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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 | $171,413 | $72,492+136.5% | $87,104+96.8% | $72,975+134.9% |
| Participation rate | 70.7% | 72.8%-2.2pp | 76.9%-6.2pp | 69.5%+1.2pp |
| Annual return | 17.37% | 24.46%-7.1pp | 28.19%-10.8pp | 81.01%-63.6pp |
| Employer contribution / active EE | $914 | $1,894-51.7% | $2,521-63.8% | $2,440-62.5% |
| Participant deferral / active EE | $4,286 | $3,270+31.1% | $4,048+5.9% | $3,608+18.8% |
| Admin fee / account holder | $9,662 | $5,055+91.1% | $7,491+29.0% | $5,124+88.6% |