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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 | $106,524+92.9% | $152,301+34.9% | $87,485+134.9% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.4%-2.0pp | 68.9%+11.6pp |
| Annual return | 15.58% | 26.89%-11.3pp | 80.50%-64.9pp | 26.06%-10.5pp |
| Employer contribution / active EE | $2,439 | $3,371-27.7% | $4,624-47.3% | $2,596-6.1% |
| Participant deferral / active EE | $9,714 | $6,525+48.9% | $8,004+21.4% | $4,274+127.3% |
| Admin fee / account holder | $9,537 | $8,287+15.1% | $14,398-33.8% | $7,775+22.7% |