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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 | $186,971 | $108,825+71.8% | $156,181+19.7% | $82,448+126.8% |
| Participation rate | 70.9% | 72.4%-1.4pp | 78.8%-7.9pp | 68.1%+2.9pp |
| Annual return | 16.48% | 20.59%-4.1pp | 64.87%-48.4pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,728 | $2,870-4.9% | $4,294-36.5% | $2,551+7.0% |
| Participant deferral / active EE | $6,214 | $4,577+35.8% | $6,132+1.3% | $4,139+50.1% |
| Admin fee / account holder | $10,766 | $9,341+15.3% | $14,586-26.2% | $7,234+48.8% |