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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 | $181,683 | $58,493+210.6% | $84,021+116.2% | $72,975+149.0% |
| Participation rate | 74.3% | 61.2%+13.1pp | 69.0%+5.3pp | 69.5%+4.8pp |
| Annual return | 24.88% | 28.93%-4.1pp | 71.32%-46.4pp | 81.01%-56.1pp |
| Employer contribution / active EE | $2,305 | $1,163+98.2% | $1,984+16.2% | $2,440-5.5% |
| Participant deferral / active EE | $3,936 | $2,394+64.4% | $3,239+21.5% | $3,608+9.1% |
| Admin fee / account holder | $2,822 | $4,569-38.2% | $6,102-53.7% | $5,124-44.9% |