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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 | $219,994 | $95,453+130.5% | $112,040+96.4% | $82,448+166.8% |
| Participation rate | 94.2% | 72.8%+21.5pp | 76.5%+17.7pp | 68.1%+26.2pp |
| Annual return | 12.29% | 23.92%-11.6pp | 24.52%-12.2pp | 41.64%-29.4pp |
| Employer contribution / active EE | $2,423 | $2,318+4.5% | $2,954-18.0% | $2,551-5.0% |
| Participant deferral / active EE | $8,393 | $4,224+98.7% | $5,098+64.6% | $4,139+102.8% |
| Admin fee / account holder | $6,404 | $9,013-29.0% | $12,098-47.1% | $7,234-11.5% |