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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 | $147,829 | $125,797+17.5% | $170,043-13.1% | $75,173+96.7% |
| Participation rate | 81.3% | 83.6%-2.3pp | 87.0%-5.8pp | 67.2%+14.0pp |
| Annual return | 21.00% | 27.20%-6.2pp | 53.40%-32.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $2,724 | $4,616-41.0% | $6,790-59.9% | $2,671+2.0% |
| Participant deferral / active EE | $6,923 | $6,838+1.3% | $10,410-33.5% | $4,126+67.8% |
| Admin fee / account holder | $3,421 | $8,177-58.2% | $12,824-73.3% | $5,651-39.5% |