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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 | $106,524+61.9% | $152,301+13.2% | $87,485+97.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.4%-7.4pp | 68.9%+6.1pp |
| Annual return | 14.94% | 26.89%-11.9pp | 80.50%-65.6pp | 26.06%-11.1pp |
| Employer contribution / active EE | $3,748 | $3,371+11.2% | $4,624-19.0% | $2,596+44.4% |
| Participant deferral / active EE | $7,403 | $6,525+13.5% | $8,004-7.5% | $4,274+73.2% |
| Admin fee / account holder | $5,397 | $8,287-34.9% | $14,398-62.5% | $7,775-30.6% |