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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 | $97,289+92.7% | $92,805+102.1% | $155,188+20.8% |
| Participation rate | 87.0% | 84.2%+2.8pp | 83.5%+3.4pp | 80.8%+6.2pp |
| Annual return | 15.79% | 29.03%-13.2pp | 31.59%-15.8pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,138 | $3,632-68.7% | $3,424-66.8% | $4,248-73.2% |
| Participant deferral / active EE | $7,517 | $8,795-14.5% | $8,448-11.0% | $6,531+15.1% |
| Admin fee / account holder | $6,731 | $12,015-44.0% | $10,911-38.3% | $14,480-53.5% |