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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 | $187,232 | $136,860+36.8% | $120,344+55.6% | $154,746+21.0% |
| Participation rate | 84.2% | 79.9%+4.3pp | 76.7%+7.5pp | 80.7%+3.5pp |
| Annual return | 17.23% | 21.38%-4.1pp | 20.30%-3.1pp | 172.34%-155.1pp |
| Employer contribution / active EE | $1,440 | $3,533-59.2% | $3,020-52.3% | $4,379-67.1% |
| Participant deferral / active EE | $4,420 | $5,793-23.7% | $5,135-13.9% | $6,730-34.3% |
| Admin fee / account holder | $11,739 | $15,393-23.7% | $12,742-7.9% | $14,365-18.3% |