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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 | $172,059 | $86,919+98.0% | $102,457+67.9% | $80,911+112.7% |
| Participation rate | 71.7% | 72.4%-0.7pp | 76.5%-4.8pp | 67.6%+4.0pp |
| Annual return | 12.07% | 18.90%-6.8pp | 29.41%-17.3pp | 35.63%-23.6pp |
| Employer contribution / active EE | $2,246 | $2,368-5.2% | $3,022-25.7% | $2,756-18.5% |
| Participant deferral / active EE | $4,479 | $4,119+8.7% | $5,054-11.4% | $4,297+4.2% |
| Admin fee / account holder | $15,609 | $8,049+93.9% | $9,451+65.2% | $6,935+125.1% |