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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 | $106,524+109.8% | $152,301+46.7% | $87,485+155.5% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.4%-9.9pp | 68.9%+3.6pp |
| Annual return | 17.77% | 26.89%-9.1pp | 80.50%-62.7pp | 26.06%-8.3pp |
| Employer contribution / active EE | $3,647 | $3,371+8.2% | $4,624-21.1% | $2,596+40.5% |
| Participant deferral / active EE | $7,000 | $6,525+7.3% | $8,004-12.5% | $4,274+63.8% |
| Admin fee / account holder | $2,633 | $8,287-68.2% | $14,398-81.7% | $7,775-66.1% |