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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 | $215,721 | $149,446+44.3% | $256,809-16.0% | $94,015+129.5% |
| Participation rate | 93.5% | 85.3%+8.2pp | 88.5%+4.9pp | 70.8%+22.7pp |
| Annual return | 16.60% | 17.55%-0.9pp | 32.73%-16.1pp | 17.84%-1.2pp |
| Employer contribution / active EE | $2,427 | $4,596-47.2% | $7,263-66.6% | $2,790-13.0% |
| Participant deferral / active EE | $7,620 | $6,491+17.4% | $9,520-20.0% | $4,249+79.3% |
| Admin fee / account holder | $3,468 | $24,035-85.6% | $25,146-86.2% | $8,951-61.3% |