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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 | $181,495 | $80,983+124.1% | $96,544+88.0% | $75,177+141.4% |
| Participation rate | 70.7% | 71.8%-1.1pp | 76.0%-5.3pp | 67.2%+3.5pp |
| Annual return | 17.10% | 27.05%-10.0pp | 25.88%-8.8pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,510 | $2,282+10.0% | $2,966-15.4% | $2,671-6.0% |
| Participant deferral / active EE | $7,393 | $3,929+88.2% | $4,851+52.4% | $4,126+79.2% |
| Admin fee / account holder | $2,958 | $6,717-56.0% | $8,254-64.2% | $5,651-47.7% |