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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 | $194,602 | $75,720+157.0% | $90,312+115.5% | $86,983+123.7% |
| Participation rate | 89.2% | 66.3%+22.9pp | 72.9%+16.3pp | 69.5%+19.6pp |
| Annual return | 12.06% | 18.55%-6.5pp | 18.90%-6.8pp | 25.83%-13.8pp |
| Employer contribution / active EE | $8,108 | $1,945+316.8% | $2,243+261.6% | $2,584+213.7% |
| Participant deferral / active EE | $6,124 | $3,001+104.1% | $3,749+63.3% | $4,194+46.0% |
| Admin fee / account holder | $2,481 | $6,201-60.0% | $8,248-69.9% | $7,856-68.4% |