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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 | $106,524+62.8% | $152,301+13.9% | $87,485+98.3% |
| Participation rate | 76.5% | 75.8%+0.7pp | 82.4%-6.0pp | 68.9%+7.5pp |
| Annual return | 16.65% | 26.89%-10.2pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $2,959 | $3,371-12.2% | $4,624-36.0% | $2,596+14.0% |
| Participant deferral / active EE | $6,184 | $6,525-5.2% | $8,004-22.7% | $4,274+44.7% |
| Admin fee / account holder | $5,650 | $8,287-31.8% | $14,398-60.8% | $7,775-27.3% |