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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 | $153,390 | $106,864+43.5% | $147,318+4.1% | $82,637+85.6% |
| Participation rate | 76.0% | 75.5%+0.5pp | 82.1%-6.1pp | 68.1%+7.9pp |
| Annual return | 19.08% | 27.49%-8.4pp | 70.43%-51.4pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,170 | $3,417-36.5% | $4,593-52.7% | $2,552-15.0% |
| Participant deferral / active EE | $5,324 | $6,496-18.0% | $7,906-32.7% | $4,126+29.0% |
| Admin fee / account holder | $1,599 | $8,415-81.0% | $13,708-88.3% | $7,339-78.2% |