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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 | $216,668 | $161,352+34.3% | $134,172+61.5% | $137,256+57.9% |
| Participation rate | 77.8% | 78.3%-0.5pp | 72.5%+5.3pp | 80.0%-2.2pp |
| Annual return | 19.93% | 28.72%-8.8pp | 25.30%-5.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,454 | $4,099+8.7% | $3,420+30.2% | $4,156+7.2% |
| Participant deferral / active EE | $3,581 | $5,552-35.5% | $4,690-23.6% | $6,407-44.1% |
| Admin fee / account holder | $2,532 | $15,028-83.2% | $12,016-78.9% | $12,270-79.4% |