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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 | $143,969-0.4% | $199,883-28.3% | $82,637+73.5% |
| Participation rate | 85.5% | 84.1%+1.3pp | 86.8%-1.3pp | 68.1%+17.4pp |
| Annual return | 17.08% | 25.67%-8.6pp | 43.81%-26.7pp | 53.51%-36.4pp |
| Employer contribution / active EE | $3,529 | $4,632-23.8% | $6,261-43.6% | $2,552+38.3% |
| Participant deferral / active EE | $7,458 | $6,937+7.5% | $9,138-18.4% | $4,126+80.8% |
| Admin fee / account holder | $7,736 | $14,597-47.0% | $17,268-55.2% | $7,339+5.4% |