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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 | $193,025 | $201,372-4.1% | $184,260+4.8% | $145,884+32.3% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+14.9pp |
| Annual return | 14.57% | 29.04%-14.5pp | 28.84%-14.3pp | 551.85%-537.3pp |
| Employer contribution / active EE | $4,357 | $7,024-38.0% | $6,427-32.2% | $4,662-6.5% |
| Participant deferral / active EE | $21,682 | $9,808+121.1% | $9,133+137.4% | $6,690+224.1% |
| Admin fee / account holder | $6,830 | $16,362-58.3% | $13,898-50.9% | $13,392-49.0% |