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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 | $167,415+11.8% | $140,514+33.2% | $198,609-5.7% |
| Participation rate | 84.2% | 80.9%+3.3pp | 77.8%+6.4pp | 82.4%+1.8pp |
| Annual return | 17.23% | 13.85%+3.4pp | 14.36%+2.9pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,440 | $4,088-64.8% | $3,378-57.4% | $5,055-71.5% |
| Participant deferral / active EE | $4,420 | $5,579-20.8% | $4,919-10.1% | $6,977-36.6% |
| Admin fee / account holder | $11,739 | $16,730-29.8% | $13,697-14.3% | $19,030-38.3% |