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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 | $207,134 | $145,431+42.4% | $211,142-1.9% | $87,485+136.8% |
| Participation rate | 93.5% | 84.7%+8.7pp | 87.3%+6.2pp | 68.9%+24.5pp |
| Annual return | 15.88% | 27.21%-11.3pp | 46.84%-31.0pp | 26.06%-10.2pp |
| Employer contribution / active EE | $3,851 | $4,662-17.4% | $6,442-40.2% | $2,596+48.3% |
| Participant deferral / active EE | $10,361 | $6,859+51.1% | $9,284+11.6% | $4,274+142.4% |
| Admin fee / account holder | $7,610 | $17,052-55.4% | $19,076-60.1% | $7,775-2.1% |