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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 | $163,749 | $67,602+142.2% | $82,312+98.9% | $70,126+133.5% |
| Participation rate | 72.5% | 72.8%-0.3pp | 76.9%-4.4pp | 69.5%+3.0pp |
| Annual return | 16.79% | 21.57%-4.8pp | 25.88%-9.1pp | 73.15%-56.4pp |
| Employer contribution / active EE | $1,670 | $1,755-4.8% | $2,428-31.2% | $2,343-28.7% |
| Participant deferral / active EE | $4,807 | $2,987+60.9% | $3,706+29.7% | $3,332+44.3% |
| Admin fee / account holder | $5,400 | $4,512+19.7% | $5,608-3.7% | $4,645+16.2% |