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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 | $191,507 | $106,524+79.8% | $152,301+25.7% | $87,485+118.9% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.4%+10.1pp | 68.9%+23.6pp |
| Annual return | 19.62% | 26.89%-7.3pp | 80.50%-60.9pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,268 | $3,371-62.4% | $4,624-72.6% | $2,596-51.2% |
| Participant deferral / active EE | $12,420 | $6,525+90.4% | $8,004+55.2% | $4,274+190.6% |
| Admin fee / account holder | $10,540 | $8,287+27.2% | $14,398-26.8% | $7,775+35.6% |