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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 | $186,103 | $106,524+74.7% | $152,301+22.2% | $87,485+112.7% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.4%+9.6pp | 68.9%+23.1pp |
| Annual return | 14.68% | 26.89%-12.2pp | 80.50%-65.8pp | 26.06%-11.4pp |
| Employer contribution / active EE | $2,021 | $3,371-40.0% | $4,624-56.3% | $2,596-22.1% |
| Participant deferral / active EE | $4,193 | $6,525-35.7% | $8,004-47.6% | $4,274-1.9% |
| Admin fee / account holder | $9,101 | $8,287+9.8% | $14,398-36.8% | $7,775+17.1% |