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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 | $156,730 | $101,798+54.0% | $165,071-5.1% | $80,935+93.6% |
| Participation rate | 74.6% | 71.8%+2.8pp | 78.6%-4.0pp | 67.7%+7.0pp |
| Annual return | 12.29% | 16.73%-4.4pp | 70.17%-57.9pp | 35.66%-23.4pp |
| Employer contribution / active EE | $2,269 | $2,954-23.2% | $4,347-47.8% | $2,757-17.7% |
| Participant deferral / active EE | $4,898 | $4,476+9.4% | $6,035-18.8% | $4,299+13.9% |
| Admin fee / account holder | $23,413 | $8,221+184.8% | $12,695+84.4% | $6,924+238.1% |