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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 | $186,023 | $95,453+94.9% | $112,040+66.0% | $82,448+125.6% |
| Participation rate | 71.4% | 72.8%-1.3pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 27.61% | 23.92%+3.7pp | 24.52%+3.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $2,614 | $2,318+12.8% | $2,954-11.5% | $2,551+2.5% |
| Participant deferral / active EE | $5,619 | $4,224+33.0% | $5,098+10.2% | $4,139+35.7% |
| Admin fee / account holder | $43,078 | $9,013+377.9% | $12,098+256.1% | $7,234+495.5% |