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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 | $172,450 | $106,749+61.5% | $145,433+18.6% | $82,448+109.2% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 14.94% | 27.59%-12.7pp | 66.58%-51.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,748 | $3,444+8.8% | $4,554-17.7% | $2,551+46.9% |
| Participant deferral / active EE | $7,403 | $6,519+13.6% | $7,897-6.3% | $4,139+78.9% |
| Admin fee / account holder | $5,397 | $8,390-35.7% | $13,129-58.9% | $7,234-25.4% |