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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 | $94,436+68.8% | $115,599+37.9% | $82,637+92.9% |
| Participation rate | 70.7% | 70.4%+0.3pp | 74.3%-3.6pp | 68.1%+2.6pp |
| Annual return | 15.29% | 18.37%-3.1pp | 111.10%-95.8pp | 53.51%-38.2pp |
| Employer contribution / active EE | $2,100 | $2,324-9.6% | $2,955-28.9% | $2,552-17.7% |
| Participant deferral / active EE | $5,353 | $3,955+35.3% | $4,889+9.5% | $4,126+29.7% |
| Admin fee / account holder | $1,781 | $10,328-82.8% | $12,841-86.1% | $7,339-75.7% |