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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 | $205,460 | $99,875+105.7% | $146,866+39.9% | $86,983+136.2% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.5%+10.9pp |
| Annual return | 15.58% | 28.10%-12.5pp | 102.85%-87.3pp | 25.83%-10.3pp |
| Employer contribution / active EE | $2,439 | $3,224-24.4% | $4,425-44.9% | $2,584-5.6% |
| Participant deferral / active EE | $9,714 | $6,322+53.6% | $7,759+25.2% | $4,194+131.6% |
| Admin fee / account holder | $9,537 | $7,838+21.7% | $13,620-30.0% | $7,856+21.4% |