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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 | $179,456 | $162,812+10.2% | $133,971+34.0% | $158,966+12.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 7.87% | 41.94%-34.1pp | 45.09%-37.2pp | 302.95%-295.1pp |
| Employer contribution / active EE | $2,577 | $4,976-48.2% | $3,919-34.2% | $4,762-45.9% |
| Participant deferral / active EE | $6,862 | $5,910+16.1% | $5,047+36.0% | $5,983+14.7% |
| Admin fee / account holder | $10,419 | $11,741-11.3% | $8,929+16.7% | $11,250-7.4% |