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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 | $183,988 | $124,425+47.9% | $112,040+64.2% | $137,256+34.0% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 15.24% | 24.72%-9.5pp | 24.52%-9.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,984 | $3,411-12.5% | $2,954+1.0% | $4,156-28.2% |
| Participant deferral / active EE | $6,902 | $5,718+20.7% | $5,098+35.4% | $6,407+7.7% |
| Admin fee / account holder | $19,041 | $15,207+25.2% | $12,098+57.4% | $12,270+55.2% |