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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 | $211,162 | $94,031+124.6% | $115,768+82.4% | $82,448+156.1% |
| Participation rate | 73.0% | 70.4%+2.6pp | 74.4%-1.4pp | 68.1%+4.9pp |
| Annual return | 17.97% | 20.61%-2.6pp | 100.46%-82.5pp | 41.64%-23.7pp |
| Employer contribution / active EE | $701 | $2,323-69.8% | $2,940-76.2% | $2,551-72.5% |
| Participant deferral / active EE | $7,788 | $3,972+96.1% | $4,917+58.4% | $4,139+88.1% |
| Admin fee / account holder | $9,130 | $10,249-10.9% | $12,439-26.6% | $7,234+26.2% |