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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 | $221,434 | $106,524+107.9% | $152,301+45.4% | $87,485+153.1% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.4%-11.3pp | 68.9%+2.3pp |
| Annual return | 15.59% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $4,176 | $3,371+23.9% | $4,624-9.7% | $2,596+60.9% |
| Participant deferral / active EE | $11,556 | $6,525+77.1% | $8,004+44.4% | $4,274+170.4% |
| Admin fee / account holder | $2,070 | $8,287-75.0% | $14,398-85.6% | $7,775-73.4% |