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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 | $179,987 | $136,860+31.5% | $120,344+49.6% | $154,746+16.3% |
| Participation rate | 80.0% | 79.9%+0.1pp | 76.7%+3.3pp | 80.7%-0.7pp |
| Annual return | 15.04% | 21.38%-6.3pp | 20.30%-5.3pp | 172.34%-157.3pp |
| Employer contribution / active EE | $1,719 | $3,533-51.4% | $3,020-43.1% | $4,379-60.8% |
| Participant deferral / active EE | $4,109 | $5,793-29.1% | $5,135-20.0% | $6,730-38.9% |
| Admin fee / account holder | $4,329 | $15,393-71.9% | $12,742-66.0% | $14,365-69.9% |