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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 | $177,696 | $77,358+129.7% | $102,184+73.9% | $87,485+103.1% |
| Participation rate | 70.3% | 78.7%-8.4pp | 82.6%-12.3pp | 68.9%+1.3pp |
| Annual return | 15.22% | 41.11%-25.9pp | 31.58%-16.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $717 | $2,562-72.0% | $3,594-80.1% | $2,596-72.4% |
| Participant deferral / active EE | $8,445 | $6,753+25.1% | $8,309+1.6% | $4,274+97.6% |
| Admin fee / account holder | $8,071 | $6,809+18.5% | $11,609-30.5% | $7,775+3.8% |