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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 | $94,436+123.6% | $115,599+82.7% | $82,637+155.5% |
| Participation rate | 73.0% | 70.4%+2.5pp | 74.3%-1.3pp | 68.1%+4.9pp |
| Annual return | 17.97% | 18.37%-0.4pp | 111.10%-93.1pp | 53.51%-35.5pp |
| Employer contribution / active EE | $701 | $2,324-69.8% | $2,955-76.3% | $2,552-72.5% |
| Participant deferral / active EE | $7,788 | $3,955+96.9% | $4,889+59.3% | $4,126+88.7% |
| Admin fee / account holder | $9,130 | $10,328-11.6% | $12,841-28.9% | $7,339+24.4% |