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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 | $221,338 | $107,421+106.0% | $182,262+21.4% | $94,015+135.4% |
| Participation rate | 70.0% | 77.8%-7.8pp | 84.2%-14.2pp | 70.8%-0.8pp |
| Annual return | 16.28% | 21.32%-5.0pp | 140.60%-124.3pp | 17.84%-1.6pp |
| Employer contribution / active EE | $3,362 | $3,448-2.5% | $5,046-33.4% | $2,790+20.5% |
| Participant deferral / active EE | $7,577 | $6,558+15.5% | $8,276-8.5% | $4,249+78.3% |
| Admin fee / account holder | $5,623 | $8,692-35.3% | $16,712-66.4% | $8,951-37.2% |