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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 | $197,626 | $81,331+143.0% | $155,534+27.1% | $80,935+144.2% |
| Participation rate | 71.8% | 66.3%+5.5pp | 78.2%-6.4pp | 67.7%+4.1pp |
| Annual return | 15.11% | 33.37%-18.3pp | 64.92%-49.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $2,227 | $3,105-28.3% | $4,675-52.4% | $2,757-19.2% |
| Participant deferral / active EE | $4,779 | $3,454+38.4% | $5,630-15.1% | $4,299+11.2% |
| Admin fee / account holder | $2,878 | $7,999-64.0% | $15,900-81.9% | $6,924-58.4% |