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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 | $147,062 | $81,331+80.8% | $155,534-5.4% | $80,935+81.7% |
| Participation rate | 75.0% | 66.3%+8.7pp | 78.2%-3.2pp | 67.7%+7.3pp |
| Annual return | 14.12% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,136 | $3,105-31.2% | $4,675-54.3% | $2,757-22.5% |
| Participant deferral / active EE | $5,203 | $3,454+50.6% | $5,630-7.6% | $4,299+21.0% |
| Admin fee / account holder | $2,223 | $7,999-72.2% | $15,900-86.0% | $6,924-67.9% |