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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 | $202,052 | $108,825+85.7% | $156,181+29.4% | $82,448+145.1% |
| Participation rate | 81.6% | 72.4%+9.3pp | 78.8%+2.8pp | 68.1%+13.6pp |
| Annual return | 15.88% | 20.59%-4.7pp | 64.87%-49.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,820 | $2,870-1.7% | $4,294-34.3% | $2,551+10.5% |
| Participant deferral / active EE | $8,339 | $4,577+82.2% | $6,132+36.0% | $4,139+101.5% |
| Admin fee / account holder | $7,207 | $9,341-22.8% | $14,586-50.6% | $7,234-0.4% |