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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 | $97,550+47.7% | $120,344+19.7% | $87,485+64.7% |
| Participation rate | 73.8% | 72.8%+1.0pp | 76.7%-2.9pp | 68.9%+4.9pp |
| Annual return | 12.98% | 18.41%-5.4pp | 20.30%-7.3pp | 26.06%-13.1pp |
| Employer contribution / active EE | $2,159 | $2,291-5.8% | $3,020-28.5% | $2,596-16.9% |
| Participant deferral / active EE | $3,333 | $4,230-21.2% | $5,135-35.1% | $4,274-22.0% |
| Admin fee / account holder | $35,392 | $9,543+270.9% | $12,742+177.8% | $7,775+355.2% |