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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 | $174,766 | $86,919+101.1% | $102,457+70.6% | $80,911+116.0% |
| Participation rate | 79.3% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.7pp |
| Annual return | 16.02% | 18.90%-2.9pp | 29.41%-13.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $1,399 | $2,368-40.9% | $3,022-53.7% | $2,756-49.2% |
| Participant deferral / active EE | $4,654 | $4,119+13.0% | $5,054-7.9% | $4,297+8.3% |
| Admin fee / account holder | $37,262 | $8,049+362.9% | $9,451+294.2% | $6,935+437.3% |