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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 | $186,591 | $86,330+116.1% | $121,871+53.1% | $94,015+98.5% |
| Participation rate | 84.0% | 66.7%+17.3pp | 73.2%+10.8pp | 70.8%+13.2pp |
| Annual return | 11.63% | 14.95%-3.3pp | 13.57%-1.9pp | 17.84%-6.2pp |
| Employer contribution / active EE | $1,584 | $2,292-30.9% | $2,731-42.0% | $2,790-43.2% |
| Participant deferral / active EE | $2,148 | $3,146-31.7% | $4,318-50.3% | $4,249-49.4% |
| Admin fee / account holder | $48,299 | $7,346+557.5% | $11,551+318.1% | $8,951+439.6% |