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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 | $178,170 | $76,551+132.7% | $123,894+43.8% | $62,881+183.3% |
| Participation rate | 76.8% | 73.0%+3.8pp | 81.4%-4.6pp | 69.3%+7.5pp |
| Annual return | 6.33% | 18.68%-12.3pp | 47.52%-41.2pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,749 | $2,882-4.6% | $4,617-40.5% | $2,281+20.5% |
| Participant deferral / active EE | $4,210 | $4,840-13.0% | $5,984-29.7% | $3,203+31.4% |
| Admin fee / account holder | $7,254 | $4,826+50.3% | $8,357-13.2% | $4,296+68.9% |