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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 | $233,378 | $106,524+119.1% | $152,301+53.2% | $87,485+166.8% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.4%-8.4pp | 68.9%+5.1pp |
| Annual return | 15.26% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,428 | $3,371-28.0% | $4,624-47.5% | $2,596-6.5% |
| Participant deferral / active EE | $5,092 | $6,525-22.0% | $8,004-36.4% | $4,274+19.2% |
| Admin fee / account holder | $3,117 | $8,287-62.4% | $14,398-78.4% | $7,775-59.9% |