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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 | $197,213 | $138,312+42.6% | $122,979+60.4% | $155,188+27.1% |
| Participation rate | 88.9% | 80.2%+8.7pp | 77.2%+11.7pp | 80.8%+8.1pp |
| Annual return | 17.54% | 22.06%-4.5pp | 20.12%-2.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,663 | $3,530-52.9% | $3,062-45.7% | $4,248-60.9% |
| Participant deferral / active EE | $7,702 | $5,592+37.7% | $5,003+54.0% | $6,531+17.9% |
| Admin fee / account holder | $4,228 | $15,089-72.0% | $12,864-67.1% | $14,480-70.8% |