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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 | $190,679 | $81,476+134.0% | $102,383+86.2% | $80,925+135.6% |
| Participation rate | 78.9% | 66.8%+12.1pp | 74.5%+4.4pp | 67.7%+11.3pp |
| Annual return | 14.30% | 25.59%-11.3pp | 24.94%-10.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $4,451 | $3,105+43.4% | $3,870+15.0% | $2,756+61.5% |
| Participant deferral / active EE | $8,068 | $3,871+108.4% | $5,060+59.4% | $4,299+87.7% |
| Admin fee / account holder | $1,162 | $6,717-82.7% | $8,391-86.1% | $6,940-83.3% |