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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 | $95,404+95.0% | $113,397+64.0% | $82,637+125.1% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.5%-5.1pp | 68.1%+3.4pp |
| Annual return | 27.61% | 19.08%+8.5pp | 23.20%+4.4pp | 53.51%-25.9pp |
| Employer contribution / active EE | $2,614 | $2,307+13.3% | $2,977-12.2% | $2,552+2.4% |
| Participant deferral / active EE | $5,619 | $4,220+33.2% | $5,076+10.7% | $4,126+36.2% |
| Admin fee / account holder | $43,078 | $9,168+369.9% | $11,957+260.3% | $7,339+487.0% |