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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 | $107,733+47.1% | $92,985+70.4% | $154,746+2.4% |
| Participation rate | 75.0% | 74.6%+0.4pp | 69.5%+5.5pp | 80.7%-5.7pp |
| Annual return | 15.65% | 30.39%-14.7pp | 27.99%-12.3pp | 172.34%-156.7pp |
| Employer contribution / active EE | $1,934 | $3,126-38.1% | $2,662-27.3% | $4,379-55.8% |
| Participant deferral / active EE | $6,294 | $5,053+24.6% | $4,377+43.8% | $6,730-6.5% |
| Admin fee / account holder | $1,225 | $11,369-89.2% | $9,463-87.1% | $14,365-91.5% |