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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 | $159,417 | $94,031+69.5% | $115,768+37.7% | $82,448+93.4% |
| Participation rate | 70.7% | 70.4%+0.3pp | 74.4%-3.7pp | 68.1%+2.6pp |
| Annual return | 15.29% | 20.61%-5.3pp | 100.46%-85.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,100 | $2,323-9.6% | $2,940-28.6% | $2,551-17.7% |
| Participant deferral / active EE | $5,353 | $3,972+34.8% | $4,917+8.9% | $4,139+29.3% |
| Admin fee / account holder | $1,781 | $10,249-82.6% | $12,439-85.7% | $7,234-75.4% |