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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 | $167,415+40.3% | $140,514+67.2% | $198,609+18.3% |
| Participation rate | 88.9% | 80.9%+8.0pp | 77.8%+11.1pp | 82.4%+6.5pp |
| Annual return | 18.08% | 13.85%+4.2pp | 14.36%+3.7pp | 202.70%-184.6pp |
| Employer contribution / active EE | $2,625 | $4,088-35.8% | $3,378-22.3% | $5,055-48.1% |
| Participant deferral / active EE | $7,226 | $5,579+29.5% | $4,919+46.9% | $6,977+3.6% |
| Admin fee / account holder | $4,732 | $16,730-71.7% | $13,697-65.5% | $19,030-75.1% |