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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 | $197,723 | $121,671+62.5% | $211,142-6.4% | $64,340+207.3% |
| Participation rate | 93.3% | 76.5%+16.8pp | 87.3%+6.0pp | 55.2%+38.0pp |
| Annual return | 14.11% | 21.43%-7.3pp | 46.84%-32.7pp | 24.14%-10.0pp |
| Employer contribution / active EE | $4,385 | $4,066+7.9% | $6,442-31.9% | $1,862+135.6% |
| Participant deferral / active EE | $5,723 | $6,049-5.4% | $9,284-38.4% | $2,980+92.0% |
| Admin fee / account holder | $21,499 | $4,774+350.3% | $19,076+12.7% | $3,703+480.7% |