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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 | $164,031 | $114,013+43.9% | $103,693+58.2% | $155,188+5.7% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.2pp | 80.8%-9.4pp |
| Annual return | 16.59% | 49.31%-32.7pp | 47.61%-31.0pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,854 | $3,131-8.9% | $2,920-2.3% | $4,248-32.8% |
| Participant deferral / active EE | $3,555 | $4,970-28.5% | $4,579-22.4% | $6,531-45.6% |
| Admin fee / account holder | $12,804 | $8,407+52.3% | $7,858+62.9% | $14,480-11.6% |