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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 | $182,680 | $60,349+202.7% | $74,184+146.3% | $62,881+190.5% |
| Participation rate | 89.5% | 72.7%+16.7pp | 76.6%+12.9pp | 69.3%+20.2pp |
| Annual return | 8.56% | 21.38%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,265 | $1,680+34.8% | $2,370-4.4% | $2,281-0.7% |
| Participant deferral / active EE | $3,292 | $2,856+15.2% | $3,550-7.3% | $3,203+2.8% |
| Admin fee / account holder | $1,248 | $4,261-70.7% | $5,586-77.7% | $4,296-70.9% |