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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 | $180,201 | $95,453+88.8% | $112,040+60.8% | $82,448+118.6% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.5%+15.5pp | 68.1%+23.9pp |
| Annual return | 19.28% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,537 | $2,318+9.4% | $2,954-14.1% | $2,551-0.6% |
| Participant deferral / active EE | $7,276 | $4,224+72.3% | $5,098+42.7% | $4,139+75.8% |
| Admin fee / account holder | $6,624 | $9,013-26.5% | $12,098-45.2% | $7,234-8.4% |