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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 | $194,790 | $138,393+40.8% | $184,256+5.7% | $80,959+140.6% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.7%+25.4pp |
| Annual return | 18.23% | 20.01%-1.8pp | 28.85%-10.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $4,559 | $4,847-5.9% | $6,427-29.1% | $2,757+65.4% |
| Participant deferral / active EE | $19,604 | $7,076+177.0% | $9,133+114.6% | $4,300+355.9% |
| Admin fee / account holder | $4,437 | $10,489-57.7% | $13,899-68.1% | $6,925-35.9% |