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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 | $158,464 | $87,166+81.8% | $76,735+106.5% | $137,256+15.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 15.65% | 26.50%-10.8pp | 29.77%-14.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,934 | $2,904-33.4% | $2,454-21.2% | $4,156-53.5% |
| Participant deferral / active EE | $6,294 | $4,726+33.2% | $4,088+54.0% | $6,407-1.8% |
| Admin fee / account holder | $1,225 | $8,403-85.4% | $7,189-83.0% | $12,270-90.0% |