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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 | $148,606 | $56,544+162.8% | $75,501+96.8% | $70,126+111.9% |
| Participation rate | 70.0% | 68.1%+1.9pp | 72.4%-2.4pp | 69.5%+0.5pp |
| Annual return | 14.74% | 23.59%-8.9pp | 27.35%-12.6pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,561 | $1,817-14.0% | $2,352-33.6% | $2,343-33.3% |
| Participant deferral / active EE | $3,327 | $2,580+29.0% | $3,142+5.9% | $3,332-0.1% |
| Admin fee / account holder | $6,357 | $3,827+66.1% | $5,801+9.6% | $4,645+36.8% |