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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 | $162,840 | $118,488+37.4% | $98,462+65.4% | $139,487+16.7% |
| Participation rate | 70.0% | 77.5%-7.5pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 15.71% | 18.96%-3.2pp | 21.17%-5.5pp | 373.84%-358.1pp |
| Employer contribution / active EE | $2,449 | $3,611-32.2% | $3,049-19.7% | $4,755-48.5% |
| Participant deferral / active EE | $8,216 | $5,393+52.3% | $4,738+73.4% | $6,713+22.4% |
| Admin fee / account holder | $3,763 | $13,868-72.9% | $8,875-57.6% | $11,407-67.0% |