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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 | $106,524+130.4% | $152,301+61.1% | $87,485+180.5% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.4%-10.6pp | 68.9%+2.9pp |
| Annual return | 14.30% | 26.89%-12.6pp | 80.50%-66.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $1,342 | $3,371-60.2% | $4,624-71.0% | $2,596-48.3% |
| Participant deferral / active EE | $8,210 | $6,525+25.8% | $8,004+2.6% | $4,274+92.1% |
| Admin fee / account holder | $9,133 | $8,287+10.2% | $14,398-36.6% | $7,775+17.5% |