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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 | $106,524+101.1% | $152,301+40.6% | $87,485+144.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.4%+6.4pp | 68.9%+20.0pp |
| Annual return | 19.90% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $3,153 | $3,371-6.5% | $4,624-31.8% | $2,596+21.4% |
| Participant deferral / active EE | $5,813 | $6,525-10.9% | $8,004-27.4% | $4,274+36.0% |
| Admin fee / account holder | $2,047 | $8,287-75.3% | $14,398-85.8% | $7,775-73.7% |