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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 | $164,934 | $77,358+113.2% | $102,184+61.4% | $87,485+88.5% |
| Participation rate | 75.7% | 78.7%-3.0pp | 82.6%-6.9pp | 68.9%+6.7pp |
| Annual return | 19.05% | 41.11%-22.1pp | 31.58%-12.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $999 | $2,562-61.0% | $3,594-72.2% | $2,596-61.5% |
| Participant deferral / active EE | $6,634 | $6,753-1.8% | $8,309-20.2% | $4,274+55.2% |
| Admin fee / account holder | $12,795 | $6,809+87.9% | $11,609+10.2% | $7,775+64.6% |