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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 | $144,970 | $99,345+45.9% | $84,753+71.1% | $273,972-47.1% |
| Participation rate | 82.6% | 80.7%+1.9pp | 76.6%+6.0pp | 83.0%-0.4pp |
| Annual return | 5.59% | 22.93%-17.3pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $6,667 | $4,214+58.2% | $3,574+86.5% | $4,869+36.9% |
| Participant deferral / active EE | $3,756 | $4,270-12.0% | $3,712+1.2% | $5,287-29.0% |
| Admin fee / account holder | $7,309 | $6,645+10.0% | $5,333+37.1% | $10,133-27.9% |