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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 | $167,458 | $138,393+21.0% | $184,256-9.1% | $80,959+106.8% |
| Participation rate | 76.1% | 83.9%-7.8pp | 86.8%-10.7pp | 67.7%+8.4pp |
| Annual return | 14.61% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,084 | $4,847-57.0% | $6,427-67.6% | $2,757-24.4% |
| Participant deferral / active EE | $5,990 | $7,076-15.3% | $9,133-34.4% | $4,300+39.3% |
| Admin fee / account holder | $13,729 | $10,489+30.9% | $13,899-1.2% | $6,925+98.2% |