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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 | $164,693 | $69,977+135.4% | $108,582+51.7% | $62,881+161.9% |
| Participation rate | 72.2% | 72.9%-0.7pp | 79.6%-7.3pp | 69.3%+2.9pp |
| Annual return | 7.24% | 10.73%-3.5pp | -51.70%+58.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,934 | $2,135+37.4% | $3,758-21.9% | $2,281+28.7% |
| Participant deferral / active EE | $6,740 | $3,165+113.0% | $4,311+56.4% | $3,203+110.4% |
| Admin fee / account holder | $3,440 | $5,076-32.2% | $7,645-55.0% | $4,296-19.9% |