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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 | $154,102 | $111,535+38.2% | $105,223+46.5% | $137,256+12.3% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 15.65% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,548 | $3,939-35.3% | $3,689-30.9% | $4,156-38.7% |
| Participant deferral / active EE | $5,963 | $5,500+8.4% | $5,072+17.6% | $6,407-6.9% |
| Admin fee / account holder | $1,572 | $9,721-83.8% | $8,859-82.3% | $12,270-87.2% |