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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 | $167,540 | $115,911+44.5% | $100,530+66.7% | $158,950+5.4% |
| Participation rate | 87.0% | 81.6%+5.4pp | 79.4%+7.5pp | 82.0%+5.0pp |
| Annual return | 9.23% | 34.80%-25.6pp | 30.89%-21.7pp | 302.91%-293.7pp |
| Employer contribution / active EE | $1,436 | $4,104-65.0% | $3,418-58.0% | $4,762-69.9% |
| Participant deferral / active EE | $2,372 | $6,676-64.5% | $6,271-62.2% | $5,983-60.4% |
| Admin fee / account holder | $9,078 | $10,999-17.5% | $8,083+12.3% | $11,248-19.3% |