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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 | $154,397 | $72,492+113.0% | $87,104+77.3% | $72,975+111.6% |
| Participation rate | 71.7% | 72.8%-1.1pp | 76.9%-5.1pp | 69.5%+2.3pp |
| Annual return | 21.40% | 24.46%-3.1pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,628 | $1,894-14.1% | $2,521-35.4% | $2,440-33.3% |
| Participant deferral / active EE | $4,710 | $3,270+44.1% | $4,048+16.3% | $3,608+30.6% |
| Admin fee / account holder | $1,862 | $5,055-63.2% | $7,491-75.1% | $5,124-63.7% |