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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 | $216,581 | $95,453+126.9% | $112,040+93.3% | $82,448+162.7% |
| Participation rate | 82.3% | 72.8%+9.5pp | 76.5%+5.8pp | 68.1%+14.2pp |
| Annual return | 16.07% | 23.92%-7.9pp | 24.52%-8.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,220 | $2,318-4.2% | $2,954-24.9% | $2,551-13.0% |
| Participant deferral / active EE | $10,577 | $4,224+150.4% | $5,098+107.5% | $4,139+155.5% |
| Admin fee / account holder | $7,443 | $9,013-17.4% | $12,098-38.5% | $7,234+2.9% |