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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 | $214,638 | $102,609+109.2% | $98,090+118.8% | $138,895+54.5% |
| Participation rate | 92.3% | 82.8%+9.5pp | 81.5%+10.8pp | 79.9%+12.4pp |
| Annual return | 17.09% | 36.44%-19.3pp | 37.05%-20.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,487 | $3,867-35.7% | $3,606-31.0% | $4,194-40.7% |
| Participant deferral / active EE | $5,916 | $8,167-27.6% | $7,845-24.6% | $6,396-7.5% |
| Admin fee / account holder | $2,377 | $11,434-79.2% | $11,815-79.9% | $12,562-81.1% |