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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 | $221,462 | $138,386+60.0% | $184,260+20.2% | $80,935+173.6% |
| Participation rate | 82.4% | 83.9%-1.5pp | 86.8%-4.5pp | 67.7%+14.7pp |
| Annual return | 13.22% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,975 | $4,851-38.7% | $6,427-53.7% | $2,757+7.9% |
| Participant deferral / active EE | $13,986 | $7,076+97.7% | $9,133+53.1% | $4,299+225.3% |
| Admin fee / account holder | $22,078 | $10,489+110.5% | $13,898+58.9% | $6,924+218.8% |