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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 | $182,331 | $90,400+101.7% | $186,193-2.1% | $87,485+108.4% |
| Participation rate | 90.0% | 66.2%+23.8pp | 77.1%+12.9pp | 68.9%+21.1pp |
| Annual return | 17.22% | 22.15%-4.9pp | 78.03%-60.8pp | 26.06%-8.8pp |
| Employer contribution / active EE | $1,717 | $2,170-20.9% | $3,918-56.2% | $2,596-33.9% |
| Participant deferral / active EE | $11,590 | $4,330+167.7% | $6,513+77.9% | $4,274+171.2% |
| Admin fee / account holder | $4,200 | $8,673-51.6% | $11,058-62.0% | $7,775-46.0% |