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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 | $192,809 | $146,267+31.8% | $197,124-2.2% | $82,448+133.9% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.1pp |
| Annual return | 17.26% | 29.61%-12.4pp | 44.34%-27.1pp | 41.64%-24.4pp |
| Employer contribution / active EE | $6,835 | $4,723+44.7% | $6,227+9.8% | $2,551+168.0% |
| Participant deferral / active EE | $14,020 | $7,035+99.3% | $9,135+53.5% | $4,139+238.7% |
| Admin fee / account holder | $8,337 | $14,422-42.2% | $16,298-48.8% | $7,234+15.2% |