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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 | $152,513 | $123,478+23.5% | $216,567-29.6% | $94,015+62.2% |
| Participation rate | 71.7% | 75.1%-3.4pp | 81.6%-9.9pp | 70.8%+0.9pp |
| Annual return | 16.46% | 23.61%-7.1pp | 12.94%+3.5pp | 17.84%-1.4pp |
| Employer contribution / active EE | $4,393 | $3,136+40.1% | $5,216-15.8% | $2,790+57.4% |
| Participant deferral / active EE | $7,088 | $4,556+55.6% | $6,191+14.5% | $4,249+66.8% |
| Admin fee / account holder | $22,654 | $12,753+77.6% | $21,981+3.1% | $8,951+153.1% |