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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 | $163,048 | $112,729+44.6% | $98,716+65.2% | $137,256+18.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 16.72% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,942 | $2,725-28.7% | $2,279-14.8% | $4,156-53.3% |
| Participant deferral / active EE | $4,983 | $4,640+7.4% | $4,048+23.1% | $6,407-22.2% |
| Admin fee / account holder | $7,470 | $10,129-26.2% | $8,703-14.2% | $12,270-39.1% |