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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 | $171,869 | $91,179+88.5% | $178,499-3.7% | $79,852+115.2% |
| Participation rate | 75.4% | 69.2%+6.2pp | 81.9%-6.5pp | 69.6%+5.7pp |
| Annual return | 16.12% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $3,247 | $3,256-0.3% | $5,011-35.2% | $2,471+31.4% |
| Participant deferral / active EE | $7,648 | $3,236+136.4% | $5,202+47.0% | $3,740+104.5% |
| Admin fee / account holder | $2,906 | $6,749-56.9% | $13,986-79.2% | $5,306-45.2% |