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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 | $223,001 | $99,053+125.1% | $88,179+152.9% | $138,895+60.6% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 17.09% | 78.17%-61.1pp | 64.97%-47.9pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,781 | $2,882-38.2% | $2,549-30.1% | $4,194-57.5% |
| Participant deferral / active EE | $5,503 | $5,225+5.3% | $4,614+19.3% | $6,396-14.0% |
| Admin fee / account holder | $3,454 | $8,748-60.5% | $7,673-55.0% | $12,562-72.5% |