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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 | $204,001 | $136,860+49.1% | $120,344+69.5% | $154,746+31.8% |
| Participation rate | 83.3% | 79.9%+3.4pp | 76.7%+6.6pp | 80.7%+2.6pp |
| Annual return | 15.34% | 21.38%-6.0pp | 20.30%-5.0pp | 172.34%-157.0pp |
| Employer contribution / active EE | $2,708 | $3,533-23.3% | $3,020-10.3% | $4,379-38.2% |
| Participant deferral / active EE | $5,843 | $5,793+0.9% | $5,135+13.8% | $6,730-13.2% |
| Admin fee / account holder | $7,630 | $15,393-50.4% | $12,742-40.1% | $14,365-46.9% |