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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 | $81,262+143.2% | $155,602+27.0% | $80,911+144.3% |
| Participation rate | 71.8% | 66.2%+5.6pp | 78.2%-6.4pp | 67.6%+4.1pp |
| Annual return | 15.11% | 33.34%-18.2pp | 64.81%-49.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,227 | $3,102-28.2% | $4,675-52.4% | $2,756-19.2% |
| Participant deferral / active EE | $4,779 | $3,451+38.5% | $5,629-15.1% | $4,297+11.2% |
| Admin fee / account holder | $2,878 | $7,992-64.0% | $15,923-81.9% | $6,935-58.5% |