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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 | $234,872 | $136,860+71.6% | $120,344+95.2% | $154,746+51.8% |
| Participation rate | 88.9% | 79.9%+9.0pp | 76.7%+12.2pp | 80.7%+8.2pp |
| Annual return | 18.08% | 21.38%-3.3pp | 20.30%-2.2pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,625 | $3,533-25.7% | $3,020-13.1% | $4,379-40.1% |
| Participant deferral / active EE | $7,226 | $5,793+24.7% | $5,135+40.7% | $6,730+7.4% |
| Admin fee / account holder | $4,732 | $15,393-69.3% | $12,742-62.9% | $14,365-67.1% |