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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 | $204,001 | $138,312+47.5% | $122,979+65.9% | $155,188+31.5% |
| Participation rate | 83.3% | 80.2%+3.1pp | 77.2%+6.1pp | 80.8%+2.5pp |
| Annual return | 15.34% | 22.06%-6.7pp | 20.12%-4.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $2,708 | $3,530-23.3% | $3,062-11.6% | $4,248-36.2% |
| Participant deferral / active EE | $5,843 | $5,592+4.5% | $5,003+16.8% | $6,531-10.5% |
| Admin fee / account holder | $7,630 | $15,089-49.4% | $12,864-40.7% | $14,480-47.3% |