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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 | $226,102 | $124,980+80.9% | $108,359+108.7% | $154,746+46.1% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 15.12% | 45.00%-29.9pp | 36.89%-21.8pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,720 | $2,851-4.6% | $2,399+13.3% | $4,379-37.9% |
| Participant deferral / active EE | $10,795 | $4,743+127.6% | $4,137+160.9% | $6,730+60.4% |
| Admin fee / account holder | $2,022 | $11,502-82.4% | $9,741-79.2% | $14,365-85.9% |