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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 | $78,690+203.8% | $161,489+48.0% | $87,485+173.2% |
| Participation rate | 74.1% | 67.5%+6.6pp | 78.7%-4.6pp | 68.9%+5.1pp |
| Annual return | 16.55% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,649 | $2,588+2.3% | $4,268-37.9% | $2,596+2.0% |
| Participant deferral / active EE | $5,110 | $3,311+54.3% | $5,630-9.2% | $4,274+19.6% |
| Admin fee / account holder | $7,173 | $6,724+6.7% | $16,006-55.2% | $7,775-7.7% |