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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 | $214,212 | $106,749+100.7% | $145,433+47.3% | $82,448+159.8% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 19.90% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.7pp |
| Employer contribution / active EE | $3,153 | $3,444-8.5% | $4,554-30.8% | $2,551+23.6% |
| Participant deferral / active EE | $5,813 | $6,519-10.8% | $7,897-26.4% | $4,139+40.4% |
| Admin fee / account holder | $2,047 | $8,390-75.6% | $13,129-84.4% | $7,234-71.7% |