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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 | $231,287 | $145,431+59.0% | $211,142+9.5% | $87,485+164.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 87.3%-12.3pp | 68.9%+6.1pp |
| Annual return | 15.03% | 27.21%-12.2pp | 46.84%-31.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $2,915 | $4,662-37.5% | $6,442-54.7% | $2,596+12.3% |
| Participant deferral / active EE | $7,474 | $6,859+9.0% | $9,284-19.5% | $4,274+74.9% |
| Admin fee / account holder | $614 | $17,052-96.4% | $19,076-96.8% | $7,775-92.1% |