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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 | $187,517 | $100,970+85.7% | $96,576+94.2% | $137,256+36.6% |
| Participation rate | 87.0% | 82.6%+4.3pp | 81.4%+5.5pp | 80.0%+7.0pp |
| Annual return | 15.79% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,138 | $3,809-70.1% | $3,553-68.0% | $4,156-72.6% |
| Participant deferral / active EE | $7,517 | $8,286-9.3% | $7,956-5.5% | $6,407+17.3% |
| Admin fee / account holder | $6,731 | $11,312-40.5% | $11,381-40.9% | $12,270-45.1% |