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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 | $187,794 | $80,983+131.9% | $96,544+94.5% | $75,177+149.8% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.3pp | 67.2%+5.5pp |
| Annual return | 17.53% | 27.05%-9.5pp | 25.88%-8.3pp | 160.75%-143.2pp |
| Employer contribution / active EE | $2,646 | $2,282+15.9% | $2,966-10.8% | $2,671-1.0% |
| Participant deferral / active EE | $6,781 | $3,929+72.6% | $4,851+39.8% | $4,126+64.3% |
| Admin fee / account holder | $15,111 | $6,717+125.0% | $8,254+83.1% | $5,651+167.4% |