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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 | $192,132 | $97,550+97.0% | $120,344+59.7% | $87,485+119.6% |
| Participation rate | 76.8% | 72.8%+4.0pp | 76.7%+0.1pp | 68.9%+7.9pp |
| Annual return | 14.37% | 18.41%-4.0pp | 20.30%-5.9pp | 26.06%-11.7pp |
| Employer contribution / active EE | $1,447 | $2,291-36.8% | $3,020-52.1% | $2,596-44.3% |
| Participant deferral / active EE | $6,773 | $4,230+60.1% | $5,135+31.9% | $4,274+58.5% |
| Admin fee / account holder | $3,341 | $9,543-65.0% | $12,742-73.8% | $7,775-57.0% |