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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 | $144,781 | $106,524+35.9% | $152,301-4.9% | $87,485+65.5% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.4%-6.1pp | 68.9%+7.4pp |
| Annual return | 14.56% | 26.89%-12.3pp | 80.50%-65.9pp | 26.06%-11.5pp |
| Employer contribution / active EE | $2,397 | $3,371-28.9% | $4,624-48.2% | $2,596-7.7% |
| Participant deferral / active EE | $7,037 | $6,525+7.8% | $8,004-12.1% | $4,274+64.7% |
| Admin fee / account holder | $12,236 | $8,287+47.7% | $14,398-15.0% | $7,775+57.4% |