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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 | $144,055 | $100,194+43.8% | $122,979+17.1% | $86,983+65.6% |
| Participation rate | 73.8% | 73.0%+0.9pp | 77.2%-3.3pp | 69.5%+4.3pp |
| Annual return | 12.98% | 16.47%-3.5pp | 20.12%-7.1pp | 25.83%-12.9pp |
| Employer contribution / active EE | $2,159 | $2,326-7.2% | $3,062-29.5% | $2,584-16.5% |
| Participant deferral / active EE | $3,333 | $4,133-19.4% | $5,003-33.4% | $4,194-20.5% |
| Admin fee / account holder | $35,392 | $10,148+248.8% | $12,864+175.1% | $7,856+350.5% |