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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 | $114,712+67.6% | $173,730+10.7% | $87,485+119.8% |
| Participation rate | 71.9% | 73.0%-1.1pp | 79.6%-7.7pp | 68.9%+2.9pp |
| Annual return | 19.74% | 20.18%-0.4pp | 19.96%-0.2pp | 26.06%-6.3pp |
| Employer contribution / active EE | $3,129 | $2,904+7.8% | $4,577-31.6% | $2,596+20.5% |
| Participant deferral / active EE | $7,814 | $4,642+68.3% | $6,326+23.5% | $4,274+82.8% |
| Admin fee / account holder | $1,420 | $10,210-86.1% | $17,523-91.9% | $7,775-81.7% |