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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 | $214,062 | $136,860+56.4% | $120,344+77.9% | $154,746+38.3% |
| Participation rate | 72.7% | 79.9%-7.2pp | 76.7%-4.0pp | 80.7%-8.0pp |
| Annual return | 18.61% | 21.38%-2.8pp | 20.30%-1.7pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,041 | $3,533-70.5% | $3,020-65.5% | $4,379-76.2% |
| Participant deferral / active EE | $3,686 | $5,793-36.4% | $5,135-28.2% | $6,730-45.2% |
| Admin fee / account holder | $28,023 | $15,393+82.1% | $12,742+119.9% | $14,365+95.1% |