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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 | $176,447 | $101,778+73.4% | $164,975+7.0% | $80,925+118.0% |
| Participation rate | 73.1% | 71.8%+1.2pp | 78.6%-5.5pp | 67.7%+5.4pp |
| Annual return | 11.14% | 16.73%-5.6pp | 70.12%-59.0pp | 35.65%-24.5pp |
| Employer contribution / active EE | $6,667 | $2,954+125.7% | $4,343+53.5% | $2,756+141.9% |
| Participant deferral / active EE | $5,320 | $4,477+18.8% | $6,033-11.8% | $4,299+23.8% |
| Admin fee / account holder | $11,703 | $8,221+42.3% | $12,688-7.8% | $6,940+68.6% |