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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 | $142,972+50.9% | $214,702+0.5% | $86,983+148.0% |
| Participation rate | 93.5% | 84.9%+8.6pp | 87.5%+6.0pp | 69.5%+23.9pp |
| Annual return | 16.60% | 18.49%-1.9pp | 54.55%-38.0pp | 25.83%-9.2pp |
| Employer contribution / active EE | $2,427 | $4,635-47.6% | $6,461-62.4% | $2,584-6.1% |
| Participant deferral / active EE | $7,620 | $6,568+16.0% | $9,147-16.7% | $4,194+81.7% |
| Admin fee / account holder | $3,468 | $17,617-80.3% | $19,830-82.5% | $7,856-55.9% |