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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 | $138,385+21.0% | $184,243-9.1% | $80,925+106.9% |
| Participation rate | 76.1% | 83.9%-7.8pp | 86.8%-10.7pp | 67.7%+8.4pp |
| Annual return | 14.61% | 20.02%-5.4pp | 28.82%-14.2pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,084 | $4,851-57.0% | $6,427-67.6% | $2,756-24.4% |
| Participant deferral / active EE | $5,990 | $7,075-15.3% | $9,132-34.4% | $4,299+39.4% |
| Admin fee / account holder | $13,729 | $10,489+30.9% | $13,914-1.3% | $6,940+97.8% |