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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 | $145,431+32.1% | $211,142-9.0% | $87,485+119.5% |
| Participation rate | 76.9% | 84.7%-7.8pp | 87.3%-10.4pp | 68.9%+8.0pp |
| Annual return | 19.62% | 27.21%-7.6pp | 46.84%-27.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $3,953 | $4,662-15.2% | $6,442-38.6% | $2,596+52.3% |
| Participant deferral / active EE | $7,496 | $6,859+9.3% | $9,284-19.3% | $4,274+75.4% |
| Admin fee / account holder | $3,619 | $17,052-78.8% | $19,076-81.0% | $7,775-53.4% |