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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 | $150,809 | $123,793+21.8% | $177,840-15.2% | $79,852+88.9% |
| Participation rate | 84.8% | 84.7%+0.2pp | 87.7%-2.9pp | 69.6%+15.2pp |
| Annual return | 15.65% | 22.82%-7.2pp | 48.32%-32.7pp | 31.72%-16.1pp |
| Employer contribution / active EE | $6,022 | $4,095+47.1% | $5,919+1.7% | $2,471+143.7% |
| Participant deferral / active EE | $4,941 | $5,956-17.0% | $7,714-35.9% | $3,740+32.1% |
| Admin fee / account holder | $4,400 | $7,243-39.3% | $12,431-64.6% | $5,306-17.1% |