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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 | $150,714 | $123,793+21.7% | $177,848-15.3% | $79,856+88.7% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 22.59% | 22.82%-0.2pp | 48.33%-25.7pp | 31.71%-9.1pp |
| Employer contribution / active EE | $2,783 | $4,095-32.0% | $5,919-53.0% | $2,471+12.6% |
| Participant deferral / active EE | $6,497 | $5,956+9.1% | $7,714-15.8% | $3,741+73.7% |
| Admin fee / account holder | $2,286 | $7,243-68.4% | $12,431-81.6% | $5,306-56.9% |