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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 | $185,840 | $82,882+124.2% | $127,803+45.4% | $72,976+154.7% |
| Participation rate | 93.0% | 71.5%+21.5pp | 79.0%+14.0pp | 69.5%+23.5pp |
| Annual return | 24.31% | 32.20%-7.9pp | 26.14%-1.8pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,773 | $3,346-47.0% | $4,576-61.3% | $2,440-27.3% |
| Participant deferral / active EE | $5,790 | $4,791+20.9% | $6,023-3.9% | $3,608+60.5% |
| Admin fee / account holder | $3,483 | $6,487-46.3% | $9,399-62.9% | $5,124-32.0% |