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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 | $145,519 | $106,524+36.6% | $152,301-4.5% | $87,485+66.3% |
| Participation rate | 86.0% | 75.8%+10.3pp | 82.4%+3.6pp | 68.9%+17.1pp |
| Annual return | 18.47% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $3,604 | $3,371+6.9% | $4,624-22.1% | $2,596+38.8% |
| Participant deferral / active EE | $6,375 | $6,525-2.3% | $8,004-20.4% | $4,274+49.2% |
| Admin fee / account holder | $1,934 | $8,287-76.7% | $14,398-86.6% | $7,775-75.1% |