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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 | $106,749+35.6% | $145,433-0.4% | $82,448+75.6% |
| Participation rate | 76.4% | 75.6%+0.7pp | 82.1%-5.8pp | 68.1%+8.3pp |
| Annual return | 14.56% | 27.59%-13.0pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,397 | $3,444-30.4% | $4,554-47.4% | $2,551-6.0% |
| Participant deferral / active EE | $7,037 | $6,519+8.0% | $7,897-10.9% | $4,139+70.0% |
| Admin fee / account holder | $12,236 | $8,390+45.8% | $13,129-6.8% | $7,234+69.1% |