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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 | $203,925 | $86,940+134.6% | $102,434+99.1% | $80,935+152.0% |
| Participation rate | 80.8% | 72.4%+8.4pp | 76.5%+4.3pp | 67.7%+13.1pp |
| Annual return | 13.33% | 18.89%-5.6pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,801 | $2,370+18.2% | $3,023-7.4% | $2,757+1.6% |
| Participant deferral / active EE | $6,596 | $4,121+60.1% | $5,055+30.5% | $4,299+53.4% |
| Admin fee / account holder | $30,059 | $8,047+273.5% | $9,462+217.7% | $6,924+334.1% |