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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 | $213,677 | $75,058+184.7% | $152,301+40.3% | $64,340+232.1% |
| Participation rate | 80.6% | 60.9%+19.7pp | 82.4%-1.9pp | 55.2%+25.3pp |
| Annual return | 15.42% | 29.93%-14.5pp | 80.50%-65.1pp | 24.14%-8.7pp |
| Employer contribution / active EE | $7,200 | $2,605+176.4% | $4,624+55.7% | $1,862+286.8% |
| Participant deferral / active EE | $8,306 | $5,041+64.8% | $8,004+3.8% | $2,980+178.7% |
| Admin fee / account holder | $2,915 | $4,050-28.0% | $14,398-79.8% | $3,703-21.3% |