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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 | $199,708 | $73,978+170.0% | $96,515+106.9% | $75,173+165.7% |
| Participation rate | 71.0% | 66.4%+4.5pp | 74.3%-3.4pp | 67.2%+3.8pp |
| Annual return | 13.18% | 26.72%-13.5pp | 35.73%-22.5pp | 160.72%-147.5pp |
| Employer contribution / active EE | $2,715 | $2,931-7.4% | $3,740-27.4% | $2,671+1.7% |
| Participant deferral / active EE | $4,503 | $3,660+23.0% | $4,880-7.7% | $4,126+9.1% |
| Admin fee / account holder | $5,556 | $5,219+6.5% | $6,735-17.5% | $5,651-1.7% |