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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 | $245,393 | $106,749+129.9% | $145,433+68.7% | $82,448+197.6% |
| Participation rate | 71.9% | 75.6%-3.8pp | 82.1%-10.2pp | 68.1%+3.8pp |
| Annual return | 14.30% | 27.59%-13.3pp | 66.58%-52.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,342 | $3,444-61.0% | $4,554-70.5% | $2,551-47.4% |
| Participant deferral / active EE | $8,210 | $6,519+26.0% | $7,897+4.0% | $4,139+98.4% |
| Admin fee / account holder | $9,133 | $8,390+8.9% | $13,129-30.4% | $7,234+26.2% |