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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 | $140,901 | $80,983+74.0% | $96,544+45.9% | $75,177+87.4% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.6pp | 67.2%+4.2pp |
| Annual return | 18.20% | 27.05%-8.9pp | 25.88%-7.7pp | 160.75%-142.5pp |
| Employer contribution / active EE | $2,312 | $2,282+1.3% | $2,966-22.1% | $2,671-13.5% |
| Participant deferral / active EE | $8,941 | $3,929+127.6% | $4,851+84.3% | $4,126+116.7% |
| Admin fee / account holder | $3,045 | $6,717-54.7% | $8,254-63.1% | $5,651-46.1% |