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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 | $204,455 | $162,967+25.5% | $135,792+50.6% | $138,895+47.2% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 11.44% | 30.08%-18.6pp | 25.96%-14.5pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,096 | $4,211-50.2% | $3,496-40.0% | $4,194-50.0% |
| Participant deferral / active EE | $10,601 | $5,640+87.9% | $4,759+122.7% | $6,396+65.7% |
| Admin fee / account holder | $1,569 | $15,306-89.7% | $12,266-87.2% | $12,562-87.5% |