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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 | $221,242 | $136,860+61.7% | $120,344+83.8% | $154,746+43.0% |
| Participation rate | 70.6% | 79.9%-9.3pp | 76.7%-6.1pp | 80.7%-10.1pp |
| Annual return | 17.97% | 21.38%-3.4pp | 20.30%-2.3pp | 172.34%-154.4pp |
| Employer contribution / active EE | $954 | $3,533-73.0% | $3,020-68.4% | $4,379-78.2% |
| Participant deferral / active EE | $2,228 | $5,793-61.5% | $5,135-56.6% | $6,730-66.9% |
| Admin fee / account holder | $14,146 | $15,393-8.1% | $12,742+11.0% | $14,365-1.5% |