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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 | $143,406 | $145,431-1.4% | $211,142-32.1% | $87,485+63.9% |
| Participation rate | 85.5% | 84.7%+0.7pp | 87.3%-1.8pp | 68.9%+16.6pp |
| Annual return | 17.08% | 27.21%-10.1pp | 46.84%-29.8pp | 26.06%-9.0pp |
| Employer contribution / active EE | $3,529 | $4,662-24.3% | $6,442-45.2% | $2,596+35.9% |
| Participant deferral / active EE | $7,458 | $6,859+8.7% | $9,284-19.7% | $4,274+74.5% |
| Admin fee / account holder | $7,736 | $17,052-54.6% | $19,076-59.4% | $7,775-0.5% |