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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 | $215,721 | $145,431+48.3% | $211,142+2.2% | $87,485+146.6% |
| Participation rate | 93.5% | 84.7%+8.7pp | 87.3%+6.2pp | 68.9%+24.5pp |
| Annual return | 16.60% | 27.21%-10.6pp | 46.84%-30.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,427 | $4,662-47.9% | $6,442-62.3% | $2,596-6.5% |
| Participant deferral / active EE | $7,620 | $6,859+11.1% | $9,284-17.9% | $4,274+78.3% |
| Admin fee / account holder | $3,468 | $17,052-79.7% | $19,076-81.8% | $7,775-55.4% |