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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 | $217,967 | $94,031+131.8% | $115,768+88.3% | $82,448+164.4% |
| Participation rate | 73.3% | 70.4%+2.9pp | 74.4%-1.1pp | 68.1%+5.3pp |
| Annual return | 14.59% | 20.61%-6.0pp | 100.46%-85.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,862 | $2,323+23.2% | $2,940-2.6% | $2,551+12.2% |
| Participant deferral / active EE | $5,939 | $3,972+49.5% | $4,917+20.8% | $4,139+43.5% |
| Admin fee / account holder | $5,977 | $10,249-41.7% | $12,439-52.0% | $7,234-17.4% |