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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 | $195,548 | $210,343-7.0% | $153,476+27.4% | $145,978+34.0% |
| Participation rate | 78.6% | 82.1%-3.5pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 9.76% | 13.38%-3.6pp | 15.66%-5.9pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,039 | $6,047-66.3% | $5,038-59.5% | $4,662-56.3% |
| Participant deferral / active EE | $3,671 | $7,977-54.0% | $6,759-45.7% | $6,690-45.1% |
| Admin fee / account holder | $7,738 | $19,424-60.2% | $12,729-39.2% | $13,400-42.3% |