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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 | $195,388 | $99,341+96.7% | $84,750+130.5% | $273,965-28.7% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 11.15% | 22.93%-11.8pp | 22.78%-11.6pp | 41.45%-30.3pp |
| Employer contribution / active EE | $1,954 | $4,214-53.6% | $3,574-45.3% | $4,869-59.9% |
| Participant deferral / active EE | $9,317 | $4,269+118.2% | $3,712+151.0% | $5,287+76.2% |
| Admin fee / account holder | $14,408 | $6,644+116.9% | $5,332+170.2% | $10,132+42.2% |