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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 | $179,958 | $161,352+11.5% | $134,172+34.1% | $137,256+31.1% |
| Participation rate | 73.3% | 78.3%-5.0pp | 72.5%+0.9pp | 80.0%-6.6pp |
| Annual return | 11.75% | 28.72%-17.0pp | 25.30%-13.5pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,530 | $4,099-38.3% | $3,420-26.0% | $4,156-39.1% |
| Participant deferral / active EE | $2,953 | $5,552-46.8% | $4,690-37.0% | $6,407-53.9% |
| Admin fee / account holder | $91,457 | $15,028+508.6% | $12,016+661.1% | $12,270+645.4% |