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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 | $154,923 | $95,453+62.3% | $112,040+38.3% | $82,448+87.9% |
| Participation rate | 78.2% | 72.8%+5.4pp | 76.5%+1.7pp | 68.1%+10.1pp |
| Annual return | 17.36% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,412 | $2,318-39.1% | $2,954-52.2% | $2,551-44.7% |
| Participant deferral / active EE | $5,110 | $4,224+21.0% | $5,098+0.2% | $4,139+23.5% |
| Admin fee / account holder | $77,993 | $9,013+765.3% | $12,098+544.7% | $7,234+978.1% |