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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 | $245,661 | $80,992+203.3% | $96,534+154.5% | $75,173+226.8% |
| Participation rate | 86.0% | 71.8%+14.2pp | 76.0%+10.0pp | 67.2%+18.8pp |
| Annual return | 17.78% | 27.05%-9.3pp | 25.88%-8.1pp | 160.72%-142.9pp |
| Employer contribution / active EE | $1,564 | $2,283-31.5% | $2,965-47.3% | $2,671-41.5% |
| Participant deferral / active EE | $4,871 | $3,929+24.0% | $4,851+0.4% | $4,126+18.0% |
| Admin fee / account holder | $10,706 | $6,717+59.4% | $8,253+29.7% | $5,651+89.5% |