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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 | $171,187 | $86,940+96.9% | $102,434+67.1% | $80,935+111.5% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 11.12% | 18.89%-7.8pp | 29.46%-18.3pp | 35.66%-24.5pp |
| Employer contribution / active EE | $2,192 | $2,370-7.5% | $3,023-27.5% | $2,757-20.5% |
| Participant deferral / active EE | $4,941 | $4,121+19.9% | $5,055-2.3% | $4,299+14.9% |
| Admin fee / account holder | $1,529 | $8,047-81.0% | $9,462-83.8% | $6,924-77.9% |