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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 | $178,886 | $106,864+67.4% | $147,318+21.4% | $82,637+116.5% |
| Participation rate | 72.7% | 75.5%-2.8pp | 82.1%-9.3pp | 68.1%+4.7pp |
| Annual return | 15.29% | 27.49%-12.2pp | 70.43%-55.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,617 | $3,417-23.4% | $4,593-43.0% | $2,552+2.5% |
| Participant deferral / active EE | $4,813 | $6,496-25.9% | $7,906-39.1% | $4,126+16.6% |
| Admin fee / account holder | $3,142 | $8,415-62.7% | $13,708-77.1% | $7,339-57.2% |