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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 | $172,624 | $80,983+113.2% | $96,544+78.8% | $75,177+129.6% |
| Participation rate | 73.8% | 71.8%+2.0pp | 76.0%-2.2pp | 67.2%+6.6pp |
| Annual return | 16.08% | 27.05%-11.0pp | 25.88%-9.8pp | 160.75%-144.7pp |
| Employer contribution / active EE | $1,936 | $2,282-15.2% | $2,966-34.7% | $2,671-27.5% |
| Participant deferral / active EE | $3,823 | $3,929-2.7% | $4,851-21.2% | $4,126-7.4% |
| Admin fee / account holder | $2,511 | $6,717-62.6% | $8,254-69.6% | $5,651-55.6% |