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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 | $151,076 | $90,400+67.1% | $186,193-18.9% | $87,485+72.7% |
| Participation rate | 76.2% | 66.2%+10.0pp | 77.1%-0.9pp | 68.9%+7.3pp |
| Annual return | 15.81% | 22.15%-6.3pp | 78.03%-62.2pp | 26.06%-10.3pp |
| Employer contribution / active EE | $895 | $2,170-58.7% | $3,918-77.1% | $2,596-65.5% |
| Participant deferral / active EE | $8,955 | $4,330+106.8% | $6,513+37.5% | $4,274+109.5% |
| Admin fee / account holder | $8,450 | $8,673-2.6% | $11,058-23.6% | $7,775+8.7% |