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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 | $182,565 | $108,825+67.8% | $156,181+16.9% | $82,448+121.4% |
| Participation rate | 75.0% | 72.4%+2.6pp | 78.8%-3.8pp | 68.1%+6.9pp |
| Annual return | 15.23% | 20.59%-5.4pp | 64.87%-49.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,756 | $2,870-38.8% | $4,294-59.1% | $2,551-31.2% |
| Participant deferral / active EE | $6,907 | $4,577+50.9% | $6,132+12.6% | $4,139+66.9% |
| Admin fee / account holder | $11,515 | $9,341+23.3% | $14,586-21.1% | $7,234+59.2% |