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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 | $178,858 | $95,453+87.4% | $112,040+59.6% | $82,448+116.9% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.5%+11.9pp | 68.1%+20.3pp |
| Annual return | 12.50% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $1,590 | $2,318-31.4% | $2,954-46.2% | $2,551-37.7% |
| Participant deferral / active EE | $3,526 | $4,224-16.5% | $5,098-30.8% | $4,139-14.8% |
| Admin fee / account holder | $3,612 | $9,013-59.9% | $12,098-70.1% | $7,234-50.1% |