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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 | $156,670 | $95,453+64.1% | $112,040+39.8% | $82,448+90.0% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 14.36% | 23.92%-9.6pp | 24.52%-10.2pp | 41.64%-27.3pp |
| Employer contribution / active EE | $1,183 | $2,318-49.0% | $2,954-59.9% | $2,551-53.6% |
| Participant deferral / active EE | $5,726 | $4,224+35.6% | $5,098+12.3% | $4,139+38.3% |
| Admin fee / account holder | $14,016 | $9,013+55.5% | $12,098+15.9% | $7,234+93.7% |