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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 | $171,606 | $123,793+38.6% | $177,848-3.5% | $79,856+114.9% |
| Participation rate | 91.2% | 84.7%+6.5pp | 87.7%+3.5pp | 69.6%+21.5pp |
| Annual return | 14.26% | 22.82%-8.6pp | 48.33%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,791 | $4,095-31.8% | $5,919-52.8% | $2,471+12.9% |
| Participant deferral / active EE | $7,323 | $5,956+22.9% | $7,714-5.1% | $3,741+95.8% |
| Admin fee / account holder | $4,304 | $7,243-40.6% | $12,431-65.4% | $5,306-18.9% |