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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 | $190,228 | $95,404+99.4% | $113,397+67.8% | $82,637+130.2% |
| Participation rate | 70.9% | 72.8%-1.9pp | 76.5%-5.6pp | 68.1%+2.9pp |
| Annual return | 15.72% | 19.08%-3.4pp | 23.20%-7.5pp | 53.51%-37.8pp |
| Employer contribution / active EE | $2,241 | $2,307-2.9% | $2,977-24.7% | $2,552-12.2% |
| Participant deferral / active EE | $7,874 | $4,220+86.6% | $5,076+55.1% | $4,126+90.8% |
| Admin fee / account holder | $10,629 | $9,168+15.9% | $11,957-11.1% | $7,339+44.8% |