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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 | $101,950+107.1% | $125,529+68.2% | $86,983+142.8% |
| Participation rate | 73.0% | 70.2%+2.8pp | 74.7%-1.8pp | 69.5%+3.4pp |
| Annual return | 17.97% | 18.29%-0.3pp | 202.56%-184.6pp | 25.83%-7.9pp |
| Employer contribution / active EE | $701 | $2,358-70.3% | $3,058-77.1% | $2,584-72.9% |
| Participant deferral / active EE | $7,788 | $3,862+101.6% | $4,813+61.8% | $4,194+85.7% |
| Admin fee / account holder | $9,130 | $12,791-28.6% | $16,298-44.0% | $7,856+16.2% |