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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 | $223,218 | $86,940+156.7% | $102,434+117.9% | $80,935+175.8% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.7%+17.1pp |
| Annual return | 11.83% | 18.89%-7.1pp | 29.46%-17.6pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,627 | $2,370+10.9% | $3,023-13.1% | $2,757-4.7% |
| Participant deferral / active EE | $6,653 | $4,121+61.4% | $5,055+31.6% | $4,299+54.7% |
| Admin fee / account holder | $7,499 | $8,047-6.8% | $9,462-20.7% | $6,924+8.3% |