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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 | $169,127 | $106,749+58.4% | $145,433+16.3% | $82,448+105.1% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 15.99% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,853 | $3,444-17.2% | $4,554-37.4% | $2,551+11.8% |
| Participant deferral / active EE | $7,799 | $6,519+19.6% | $7,897-1.2% | $4,139+88.4% |
| Admin fee / account holder | $11,012 | $8,390+31.3% | $13,129-16.1% | $7,234+52.2% |