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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 | $198,007 | $106,749+85.5% | $145,433+36.1% | $82,448+140.2% |
| Participation rate | 86.7% | 75.6%+11.0pp | 82.1%+4.5pp | 68.1%+18.6pp |
| Annual return | 16.04% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $3,066 | $3,444-11.0% | $4,554-32.7% | $2,551+20.2% |
| Participant deferral / active EE | $10,256 | $6,519+57.3% | $7,897+29.9% | $4,139+147.8% |
| Admin fee / account holder | $6,432 | $8,390-23.3% | $13,129-51.0% | $7,234-11.1% |