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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 | $144,997 | $106,524+36.1% | $152,301-4.8% | $87,485+65.7% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.4%-1.0pp | 68.9%+12.5pp |
| Annual return | 18.12% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,913 | $3,371-43.2% | $4,624-58.6% | $2,596-26.3% |
| Participant deferral / active EE | $6,752 | $6,525+3.5% | $8,004-15.6% | $4,274+58.0% |
| Admin fee / account holder | $5,622 | $8,287-32.2% | $14,398-61.0% | $7,775-27.7% |