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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 | $217,224 | $81,358+167.0% | $155,556+39.6% | $80,959+168.3% |
| Participation rate | 72.7% | 66.3%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 25.64% | 33.39%-7.7pp | 64.84%-39.2pp | 35.67%-10.0pp |
| Employer contribution / active EE | $8,527 | $3,106+174.5% | $4,675+82.4% | $2,757+209.3% |
| Participant deferral / active EE | $6,169 | $3,455+78.5% | $5,631+9.6% | $4,300+43.5% |
| Admin fee / account holder | $2,819 | $7,994-64.7% | $15,885-82.3% | $6,925-59.3% |