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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 | $192,061 | $149,446+28.5% | $256,809-25.2% | $94,015+104.3% |
| Participation rate | 76.9% | 85.3%-8.4pp | 88.5%-11.6pp | 70.8%+6.1pp |
| Annual return | 19.62% | 17.55%+2.1pp | 32.73%-13.1pp | 17.84%+1.8pp |
| Employer contribution / active EE | $3,953 | $4,596-14.0% | $7,263-45.6% | $2,790+41.7% |
| Participant deferral / active EE | $7,496 | $6,491+15.5% | $9,520-21.3% | $4,249+76.4% |
| Admin fee / account holder | $3,619 | $24,035-84.9% | $25,146-85.6% | $8,951-59.6% |