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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 | $222,899 | $95,453+133.5% | $112,040+98.9% | $82,448+170.4% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 13.69% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,962 | $2,318+27.8% | $2,954+0.3% | $2,551+16.1% |
| Participant deferral / active EE | $6,110 | $4,224+44.7% | $5,098+19.9% | $4,139+47.6% |
| Admin fee / account holder | $13,209 | $9,013+46.6% | $12,098+9.2% | $7,234+82.6% |