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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 | $189,264 | $73,988+155.8% | $96,538+96.1% | $75,177+151.8% |
| Participation rate | 87.5% | 66.4%+21.1pp | 74.3%+13.2pp | 67.2%+20.3pp |
| Annual return | 14.10% | 26.73%-12.6pp | 35.74%-21.6pp | 160.75%-146.6pp |
| Employer contribution / active EE | $2,811 | $2,930-4.1% | $3,740-24.8% | $2,671+5.3% |
| Participant deferral / active EE | $7,509 | $3,660+105.1% | $4,880+53.9% | $4,126+82.0% |
| Admin fee / account holder | $2,739 | $5,220-47.5% | $6,737-59.3% | $5,651-51.5% |