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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 | $239,030 | $76,407+212.8% | $150,298+59.0% | $82,448+189.9% |
| Participation rate | 74.1% | 66.4%+7.7pp | 77.8%-3.7pp | 68.1%+6.0pp |
| Annual return | 16.55% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,649 | $2,614+1.3% | $4,154-36.2% | $2,551+3.8% |
| Participant deferral / active EE | $5,110 | $3,214+59.0% | $5,453-6.3% | $4,139+23.5% |
| Admin fee / account holder | $7,173 | $6,352+12.9% | $14,116-49.2% | $7,234-0.9% |