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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 | $192,792 | $101,778+89.4% | $164,975+16.9% | $80,925+138.2% |
| Participation rate | 71.0% | 71.8%-0.9pp | 78.6%-7.6pp | 67.7%+3.3pp |
| Annual return | 11.43% | 16.73%-5.3pp | 70.12%-58.7pp | 35.65%-24.2pp |
| Employer contribution / active EE | $4,741 | $2,954+60.5% | $4,343+9.2% | $2,756+72.0% |
| Participant deferral / active EE | $5,573 | $4,477+24.5% | $6,033-7.6% | $4,299+29.6% |
| Admin fee / account holder | $2,818 | $8,221-65.7% | $12,688-77.8% | $6,940-59.4% |