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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 | $234,897 | $181,896+29.1% | $156,551+50.0% | $273,972-14.3% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 6.76% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,918 | $6,248-53.3% | $5,501-47.0% | $4,869-40.1% |
| Participant deferral / active EE | $9,297 | $5,550+67.5% | $4,871+90.9% | $5,287+75.8% |
| Admin fee / account holder | $9,291 | $15,560-40.3% | $13,028-28.7% | $10,133-8.3% |