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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 | $143,969+24.6% | $199,883-10.3% | $82,637+117.0% |
| Participation rate | 83.1% | 84.1%-1.1pp | 86.8%-3.7pp | 68.1%+15.0pp |
| Annual return | 14.64% | 25.67%-11.0pp | 43.81%-29.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,408 | $4,632-48.0% | $6,261-61.5% | $2,552-5.6% |
| Participant deferral / active EE | $7,466 | $6,937+7.6% | $9,138-18.3% | $4,126+81.0% |
| Admin fee / account holder | $4,538 | $14,597-68.9% | $17,268-73.7% | $7,339-38.2% |