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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 | $219,709 | $181,896+20.8% | $156,551+40.3% | $273,972-19.8% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 7.74% | 30.74%-23.0pp | 32.23%-24.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $2,216 | $6,248-64.5% | $5,501-59.7% | $4,869-54.5% |
| Participant deferral / active EE | $6,743 | $5,550+21.5% | $4,871+38.4% | $5,287+27.5% |
| Admin fee / account holder | $3,442 | $15,560-77.9% | $13,028-73.6% | $10,133-66.0% |