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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 | $179,362 | $146,267+22.6% | $197,124-9.0% | $82,448+117.5% |
| Participation rate | 83.1% | 84.0%-0.9pp | 86.7%-3.6pp | 68.1%+15.0pp |
| Annual return | 14.64% | 29.61%-15.0pp | 44.34%-29.7pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,408 | $4,723-49.0% | $6,227-61.3% | $2,551-5.6% |
| Participant deferral / active EE | $7,466 | $7,035+6.1% | $9,135-18.3% | $4,139+80.4% |
| Admin fee / account holder | $4,538 | $14,422-68.5% | $16,298-72.2% | $7,234-37.3% |