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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 | $171,654 | $106,749+60.8% | $145,433+18.0% | $82,448+108.2% |
| Participation rate | 81.1% | 75.6%+5.4pp | 82.1%-1.0pp | 68.1%+13.0pp |
| Annual return | 18.04% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $2,336 | $3,444-32.2% | $4,554-48.7% | $2,551-8.4% |
| Participant deferral / active EE | $7,598 | $6,519+16.6% | $7,897-3.8% | $4,139+83.6% |
| Admin fee / account holder | $2,342 | $8,390-72.1% | $13,129-82.2% | $7,234-67.6% |