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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 | $173,447 | $99,875+73.7% | $146,866+18.1% | $86,983+99.4% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.5%-6.0pp | 69.5%+6.9pp |
| Annual return | 16.65% | 28.10%-11.4pp | 102.85%-86.2pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,959 | $3,224-8.2% | $4,425-33.1% | $2,584+14.5% |
| Participant deferral / active EE | $6,184 | $6,322-2.2% | $7,759-20.3% | $4,194+47.5% |
| Admin fee / account holder | $5,650 | $7,838-27.9% | $13,620-58.5% | $7,856-28.1% |