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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 | $146,267+31.3% | $197,124-2.6% | $82,448+132.9% |
| Participation rate | 76.9% | 84.0%-7.1pp | 86.7%-9.8pp | 68.1%+8.9pp |
| Annual return | 19.62% | 29.61%-10.0pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $3,953 | $4,723-16.3% | $6,227-36.5% | $2,551+55.0% |
| Participant deferral / active EE | $7,496 | $7,035+6.6% | $9,135-17.9% | $4,139+81.1% |
| Admin fee / account holder | $3,619 | $14,422-74.9% | $16,298-77.8% | $7,234-50.0% |