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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 | $223,502 | $106,749+109.4% | $145,433+53.7% | $82,448+171.1% |
| Participation rate | 72.5% | 75.6%-3.1pp | 82.1%-9.6pp | 68.1%+4.4pp |
| Annual return | 17.77% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $3,647 | $3,444+5.9% | $4,554-19.9% | $2,551+43.0% |
| Participant deferral / active EE | $7,000 | $6,519+7.4% | $7,897-11.4% | $4,139+69.1% |
| Admin fee / account holder | $2,633 | $8,390-68.6% | $13,129-79.9% | $7,234-63.6% |