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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 | $141,015 | $106,524+32.4% | $152,301-7.4% | $87,485+61.2% |
| Participation rate | 76.2% | 75.8%+0.4pp | 82.4%-6.3pp | 68.9%+7.3pp |
| Annual return | 14.24% | 26.89%-12.6pp | 80.50%-66.3pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,969 | $3,371-11.9% | $4,624-35.8% | $2,596+14.4% |
| Participant deferral / active EE | $5,840 | $6,525-10.5% | $8,004-27.0% | $4,274+36.7% |
| Admin fee / account holder | $2,264 | $8,287-72.7% | $14,398-84.3% | $7,775-70.9% |