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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 | $146,267+47.5% | $197,124+9.4% | $82,448+161.6% |
| Participation rate | 93.5% | 84.0%+9.5pp | 86.7%+6.8pp | 68.1%+25.4pp |
| Annual return | 16.60% | 29.61%-13.0pp | 44.34%-27.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $2,427 | $4,723-48.6% | $6,227-61.0% | $2,551-4.8% |
| Participant deferral / active EE | $7,620 | $7,035+8.3% | $9,135-16.6% | $4,139+84.1% |
| Admin fee / account holder | $3,468 | $14,422-76.0% | $16,298-78.7% | $7,234-52.1% |