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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 | $169,160 | $95,453+77.2% | $112,040+51.0% | $82,448+105.2% |
| Participation rate | 73.1% | 72.8%+0.4pp | 76.5%-3.4pp | 68.1%+5.1pp |
| Annual return | 15.21% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,946 | $2,318-16.0% | $2,954-34.1% | $2,551-23.7% |
| Participant deferral / active EE | $3,693 | $4,224-12.6% | $5,098-27.6% | $4,139-10.8% |
| Admin fee / account holder | $2,132 | $9,013-76.3% | $12,098-82.4% | $7,234-70.5% |