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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 | $202,400 | $80,985+149.9% | $96,576+109.6% | $75,181+169.2% |
| Participation rate | 82.5% | 71.8%+10.8pp | 76.0%+6.6pp | 67.2%+15.3pp |
| Annual return | 23.58% | 27.05%-3.5pp | 25.87%-2.3pp | 160.69%-137.1pp |
| Employer contribution / active EE | $2,438 | $2,282+6.8% | $2,965-17.8% | $2,671-8.7% |
| Participant deferral / active EE | $2,892 | $3,929-26.4% | $4,851-40.4% | $4,126-29.9% |
| Admin fee / account holder | $3,193 | $6,719-52.5% | $8,253-61.3% | $5,650-43.5% |