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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 | $240,400 | $108,825+120.9% | $156,181+53.9% | $82,448+191.6% |
| Participation rate | 71.6% | 72.4%-0.8pp | 78.8%-7.2pp | 68.1%+3.5pp |
| Annual return | 17.95% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,878 | $2,870-34.5% | $4,294-56.3% | $2,551-26.4% |
| Participant deferral / active EE | $4,622 | $4,577+1.0% | $6,132-24.6% | $4,139+11.7% |
| Admin fee / account holder | $4,815 | $9,341-48.5% | $14,586-67.0% | $7,234-33.4% |