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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 | $211,467 | $126,636+67.0% | $312,151-32.3% | $116,462+81.6% |
| Participation rate | 76.2% | 82.6%-6.4pp | 89.1%-12.9pp | 74.7%+1.5pp |
| Annual return | 12.32% | 15.31%-3.0pp | 1.82%+10.5pp | 15.65%-3.3pp |
| Employer contribution / active EE | $3,452 | $3,444+0.2% | $8,031-57.0% | $3,231+6.8% |
| Participant deferral / active EE | $3,597 | $4,369-17.7% | $5,370-33.0% | $3,836-6.2% |
| Admin fee / account holder | $14,500 | $16,098-9.9% | $51,799-72.0% | $12,754+13.7% |