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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 | $224,080 | $97,550+129.7% | $120,344+86.2% | $87,485+156.1% |
| Participation rate | 95.2% | 72.8%+22.4pp | 76.7%+18.5pp | 68.9%+26.3pp |
| Annual return | 13.84% | 18.41%-4.6pp | 20.30%-6.5pp | 26.06%-12.2pp |
| Employer contribution / active EE | $2,371 | $2,291+3.5% | $3,020-21.5% | $2,596-8.7% |
| Participant deferral / active EE | $9,321 | $4,230+120.4% | $5,135+81.5% | $4,274+118.1% |
| Admin fee / account holder | $2,943 | $9,543-69.2% | $12,742-76.9% | $7,775-62.1% |