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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 | $145,388 | $87,059+67.0% | $105,608+37.7% | $80,925+79.7% |
| Participation rate | 76.9% | 70.4%+6.5pp | 75.3%+1.6pp | 67.7%+9.3pp |
| Annual return | 14.48% | 17.05%-2.6pp | 116.50%-102.0pp | 35.65%-21.2pp |
| Employer contribution / active EE | $2,522 | $2,396+5.2% | $3,167-20.4% | $2,756-8.5% |
| Participant deferral / active EE | $4,852 | $3,986+21.7% | $5,010-3.1% | $4,299+12.9% |
| Admin fee / account holder | $4,850 | $8,443-42.6% | $11,028-56.0% | $6,940-30.1% |