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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 | $195,717 | $106,524+83.7% | $152,301+28.5% | $87,485+123.7% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 15.36% | 26.89%-11.5pp | 80.50%-65.1pp | 26.06%-10.7pp |
| Employer contribution / active EE | $2,806 | $3,371-16.8% | $4,624-39.3% | $2,596+8.1% |
| Participant deferral / active EE | $6,207 | $6,525-4.9% | $8,004-22.4% | $4,274+45.2% |
| Admin fee / account holder | $3,434 | $8,287-58.6% | $14,398-76.1% | $7,775-55.8% |