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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 | $114,712+63.0% | $173,730+7.6% | $87,485+113.7% |
| Participation rate | 70.9% | 73.0%-2.1pp | 79.6%-8.6pp | 68.9%+2.0pp |
| Annual return | 16.48% | 20.18%-3.7pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $2,728 | $2,904-6.1% | $4,577-40.4% | $2,596+5.1% |
| Participant deferral / active EE | $6,214 | $4,642+33.9% | $6,326-1.8% | $4,274+45.4% |
| Admin fee / account holder | $10,766 | $10,210+5.5% | $17,523-38.6% | $7,775+38.5% |