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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 | $212,351 | $106,864+98.7% | $147,318+44.1% | $82,637+157.0% |
| Participation rate | 80.8% | 75.5%+5.3pp | 82.1%-1.3pp | 68.1%+12.7pp |
| Annual return | 17.04% | 27.49%-10.4pp | 70.43%-53.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $4,036 | $3,417+18.1% | $4,593-12.1% | $2,552+58.1% |
| Participant deferral / active EE | $8,674 | $6,496+33.5% | $7,906+9.7% | $4,126+110.2% |
| Admin fee / account holder | $3,786 | $8,415-55.0% | $13,708-72.4% | $7,339-48.4% |