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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 | $145,023 | $81,504+77.9% | $102,437+41.6% | $80,959+79.1% |
| Participation rate | 81.5% | 66.9%+14.7pp | 74.5%+7.0pp | 67.7%+13.9pp |
| Annual return | 14.26% | 25.60%-11.3pp | 24.95%-10.7pp | 35.67%-21.4pp |
| Employer contribution / active EE | $2,799 | $3,104-9.8% | $3,871-27.7% | $2,757+1.5% |
| Participant deferral / active EE | $6,529 | $3,871+68.7% | $5,060+29.0% | $4,300+51.8% |
| Admin fee / account holder | $12,539 | $6,719+86.6% | $8,388+49.5% | $6,925+81.1% |