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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 | $78,197+127.2% | $98,090+81.2% | $82,637+115.0% |
| Participation rate | 70.3% | 77.5%-7.2pp | 81.5%-11.3pp | 68.1%+2.2pp |
| Annual return | 15.22% | 40.25%-25.0pp | 37.05%-21.8pp | 53.51%-38.3pp |
| Employer contribution / active EE | $717 | $2,605-72.5% | $3,606-80.1% | $2,552-71.9% |
| Participant deferral / active EE | $8,445 | $6,636+27.3% | $7,845+7.6% | $4,126+104.7% |
| Admin fee / account holder | $8,071 | $14,832-45.6% | $11,815-31.7% | $7,339+10.0% |