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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 | $159,806 | $95,904+66.6% | $173,730-8.0% | $64,340+148.4% |
| Participation rate | 76.7% | 60.6%+16.1pp | 79.6%-2.9pp | 55.2%+21.5pp |
| Annual return | 14.47% | 17.47%-3.0pp | 19.96%-5.5pp | 24.14%-9.7pp |
| Employer contribution / active EE | $1,859 | $2,323-19.9% | $4,577-59.4% | $1,862-0.1% |
| Participant deferral / active EE | $5,109 | $3,488+46.5% | $6,326-19.2% | $2,980+71.4% |
| Admin fee / account holder | $3,620 | $5,089-28.9% | $17,523-79.3% | $3,703-2.2% |