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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 | $184,165 | $167,415+10.0% | $140,514+31.1% | $198,609-7.3% |
| Participation rate | 92.3% | 80.9%+11.4pp | 77.8%+14.5pp | 82.4%+9.9pp |
| Annual return | 6.91% | 13.85%-6.9pp | 14.36%-7.4pp | 202.70%-195.8pp |
| Employer contribution / active EE | $2,120 | $4,088-48.1% | $3,378-37.3% | $5,055-58.1% |
| Participant deferral / active EE | $2,627 | $5,579-52.9% | $4,919-46.6% | $6,977-62.3% |
| Admin fee / account holder | $3,768 | $16,730-77.5% | $13,697-72.5% | $19,030-80.2% |