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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 | $173,593 | $106,749+62.6% | $145,433+19.4% | $82,448+110.5% |
| Participation rate | 86.1% | 75.6%+10.5pp | 82.1%+4.0pp | 68.1%+18.0pp |
| Annual return | 18.18% | 27.59%-9.4pp | 66.58%-48.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $2,494 | $3,444-27.6% | $4,554-45.3% | $2,551-2.2% |
| Participant deferral / active EE | $5,309 | $6,519-18.6% | $7,897-32.8% | $4,139+28.3% |
| Admin fee / account holder | $2,695 | $8,390-67.9% | $13,129-79.5% | $7,234-62.7% |