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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 | $187,517 | $107,666+74.2% | $102,184+83.5% | $154,746+21.2% |
| Participation rate | 87.0% | 83.7%+3.2pp | 82.6%+4.4pp | 80.7%+6.3pp |
| Annual return | 15.79% | 29.33%-13.5pp | 31.58%-15.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,138 | $3,846-70.4% | $3,594-68.3% | $4,379-74.0% |
| Participant deferral / active EE | $7,517 | $8,719-13.8% | $8,309-9.5% | $6,730+11.7% |
| Admin fee / account holder | $6,731 | $12,943-48.0% | $11,609-42.0% | $14,365-53.1% |