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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 | $178,575 | $95,453+87.1% | $112,040+59.4% | $82,448+116.6% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 17.64% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,033 | $2,318+74.0% | $2,954+36.5% | $2,551+58.1% |
| Participant deferral / active EE | $6,381 | $4,224+51.1% | $5,098+25.2% | $4,139+54.1% |
| Admin fee / account holder | $5,659 | $9,013-37.2% | $12,098-53.2% | $7,234-21.8% |