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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 | $198,178 | $118,488+67.3% | $98,462+101.3% | $139,487+42.1% |
| Participation rate | 73.7% | 77.5%-3.8pp | 75.2%-1.5pp | 80.3%-6.7pp |
| Annual return | 14.70% | 18.96%-4.3pp | 21.17%-6.5pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,031 | $3,611-16.0% | $3,049-0.6% | $4,755-36.2% |
| Participant deferral / active EE | $5,911 | $5,393+9.6% | $4,738+24.7% | $6,713-11.9% |
| Admin fee / account holder | $2,917 | $13,868-79.0% | $8,875-67.1% | $11,407-74.4% |