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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 | $206,451 | $80,983+154.9% | $96,544+113.8% | $75,177+174.6% |
| Participation rate | 72.7% | 71.8%+0.9pp | 76.0%-3.3pp | 67.2%+5.5pp |
| Annual return | 16.41% | 27.05%-10.6pp | 25.88%-9.5pp | 160.75%-144.3pp |
| Employer contribution / active EE | $2,980 | $2,282+30.6% | $2,966+0.5% | $2,671+11.6% |
| Participant deferral / active EE | $5,504 | $3,929+40.1% | $4,851+13.5% | $4,126+33.4% |
| Admin fee / account holder | $16,785 | $6,717+149.9% | $8,254+103.3% | $5,651+197.0% |