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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 | $193,413 | $71,057+172.2% | $93,654+106.5% | $80,874+139.2% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.34%-120.8pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,256 | $1,564+44.3% | $2,421-6.8% | $2,756-18.1% |
| Participant deferral / active EE | $6,179 | $4,034+53.2% | $4,413+40.0% | $4,297+43.8% |
| Admin fee / account holder | $1,207 | $6,944-82.6% | $8,282-85.4% | $6,935-82.6% |