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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 | $99,875+79.1% | $146,866+21.8% | $86,983+105.7% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.5%+3.2pp |
| Annual return | 15.29% | 28.10%-12.8pp | 102.85%-87.6pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,617 | $3,224-18.8% | $4,425-40.9% | $2,584+1.2% |
| Participant deferral / active EE | $4,813 | $6,322-23.9% | $7,759-38.0% | $4,194+14.8% |
| Admin fee / account holder | $3,142 | $7,838-59.9% | $13,620-76.9% | $7,856-60.0% |