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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 | $192,179 | $106,524+80.4% | $152,301+26.2% | $87,485+119.7% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.4%+6.8pp | 68.9%+20.4pp |
| Annual return | 17.02% | 26.89%-9.9pp | 80.50%-63.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $4,484 | $3,371+33.0% | $4,624-3.0% | $2,596+72.7% |
| Participant deferral / active EE | $17,312 | $6,525+165.3% | $8,004+116.3% | $4,274+305.1% |
| Admin fee / account holder | $5,668 | $8,287-31.6% | $14,398-60.6% | $7,775-27.1% |