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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 | $155,432 | $85,515+81.8% | $112,040+38.7% | $67,986+128.6% |
| Participation rate | 74.6% | 68.2%+6.4pp | 76.5%-1.9pp | 57.2%+17.4pp |
| Annual return | 12.79% | 29.68%-16.9pp | 24.52%-11.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,231 | $2,191-43.8% | $2,954-58.3% | $2,019-39.0% |
| Participant deferral / active EE | $6,816 | $4,014+69.8% | $5,098+33.7% | $3,358+103.0% |
| Admin fee / account holder | $6,320 | $3,774+67.5% | $12,098-47.8% | $3,203+97.3% |