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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 | $227,303 | $88,707+156.2% | $74,184+206.4% | $273,972-17.0% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 8.08% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,215 | $3,159-61.6% | $2,370-48.8% | $4,869-75.1% |
| Participant deferral / active EE | $3,743 | $4,212-11.1% | $3,550+5.5% | $5,287-29.2% |
| Admin fee / account holder | $9,965 | $8,717+14.3% | $5,586+78.4% | $10,133-1.7% |