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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 | $192,300 | $108,825+76.7% | $156,181+23.1% | $82,448+133.2% |
| Participation rate | 71.9% | 72.4%-0.5pp | 78.8%-7.0pp | 68.1%+3.8pp |
| Annual return | 19.74% | 20.59%-0.8pp | 64.87%-45.1pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,129 | $2,870+9.0% | $4,294-27.1% | $2,551+22.7% |
| Participant deferral / active EE | $7,814 | $4,577+70.7% | $6,132+27.4% | $4,139+88.8% |
| Admin fee / account holder | $1,420 | $9,341-84.8% | $14,586-90.3% | $7,234-80.4% |