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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 | $106,749+62.5% | $145,433+19.3% | $82,448+110.4% |
| Participation rate | 76.5% | 75.6%+0.8pp | 82.1%-5.6pp | 68.1%+8.4pp |
| Annual return | 16.65% | 27.59%-10.9pp | 66.58%-49.9pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,959 | $3,444-14.1% | $4,554-35.0% | $2,551+16.0% |
| Participant deferral / active EE | $6,184 | $6,519-5.1% | $7,897-21.7% | $4,139+49.4% |
| Admin fee / account holder | $5,650 | $8,390-32.7% | $13,129-57.0% | $7,234-21.9% |