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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 | $157,353 | $101,795+54.6% | $165,100-4.7% | $80,959+94.4% |
| Participation rate | 73.2% | 71.8%+1.3pp | 78.6%-5.5pp | 67.7%+5.5pp |
| Annual return | 11.48% | 16.73%-5.2pp | 70.21%-58.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $2,131 | $2,954-27.9% | $4,348-51.0% | $2,757-22.7% |
| Participant deferral / active EE | $6,011 | $4,476+34.3% | $6,035-0.4% | $4,300+39.8% |
| Admin fee / account holder | $14,742 | $8,221+79.3% | $12,696+16.1% | $6,925+112.9% |