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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 | $181,439 | $90,400+100.7% | $186,193-2.6% | $87,485+107.4% |
| Participation rate | 73.2% | 66.2%+7.0pp | 77.1%-3.9pp | 68.9%+4.2pp |
| Annual return | 14.94% | 22.15%-7.2pp | 78.03%-63.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $1,857 | $2,170-14.5% | $3,918-52.6% | $2,596-28.5% |
| Participant deferral / active EE | $9,951 | $4,330+129.8% | $6,513+52.8% | $4,274+132.8% |
| Admin fee / account holder | $978 | $8,673-88.7% | $11,058-91.2% | $7,775-87.4% |