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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 | $152,089 | $96,731+57.2% | $123,973+22.7% | $86,983+74.8% |
| Participation rate | 70.7% | 70.0%+0.7pp | 76.7%-5.9pp | 69.5%+1.2pp |
| Annual return | 13.21% | 17.33%-4.1pp | 388.13%-374.9pp | 25.83%-12.6pp |
| Employer contribution / active EE | $3,302 | $3,297+0.1% | $4,126-20.0% | $2,584+27.8% |
| Participant deferral / active EE | $6,825 | $4,152+64.4% | $5,247+30.1% | $4,194+62.7% |
| Admin fee / account holder | $3,568 | $8,722-59.1% | $11,799-69.8% | $7,856-54.6% |