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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 | $195,158 | $86,938+124.5% | $102,423+90.5% | $80,925+141.2% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.7%+16.1pp |
| Annual return | 11.46% | 18.89%-7.4pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,551 | $4,120+10.4% | $5,054-10.0% | $4,299+5.9% |
| Admin fee / account holder | $3,362 | $8,053-58.3% | $9,455-64.4% | $6,940-51.6% |