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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 | $185,030 | $80,992+128.5% | $96,534+91.7% | $75,173+146.1% |
| Participation rate | 84.0% | 71.8%+12.2pp | 76.0%+8.0pp | 67.2%+16.8pp |
| Annual return | 16.59% | 27.05%-10.5pp | 25.88%-9.3pp | 160.72%-144.1pp |
| Employer contribution / active EE | $2,086 | $2,283-8.6% | $2,965-29.7% | $2,671-21.9% |
| Participant deferral / active EE | $10,776 | $3,929+174.3% | $4,851+122.2% | $4,126+161.2% |
| Admin fee / account holder | $1,848 | $6,717-72.5% | $8,253-77.6% | $5,651-67.3% |