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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 | $115,931+31.6% | $185,441-17.8% | $86,983+75.3% |
| Participation rate | 71.7% | 73.6%-1.9pp | 80.3%-8.5pp | 69.5%+2.2pp |
| Annual return | 16.46% | 21.47%-5.0pp | 20.16%-3.7pp | 25.83%-9.4pp |
| Employer contribution / active EE | $4,393 | $2,937+49.6% | $4,672-6.0% | $2,584+70.0% |
| Participant deferral / active EE | $7,088 | $4,551+55.7% | $6,152+15.2% | $4,194+69.0% |
| Admin fee / account holder | $22,654 | $10,687+112.0% | $17,890+26.6% | $7,856+188.4% |