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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 | $110,137+83.5% | $161,149+25.4% | $82,637+144.5% |
| Participation rate | 81.6% | 72.4%+9.3pp | 78.8%+2.8pp | 68.1%+13.6pp |
| Annual return | 15.88% | 20.69%-4.8pp | 21.16%-5.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,820 | $2,856-1.3% | $4,360-35.3% | $2,552+10.5% |
| Participant deferral / active EE | $8,339 | $4,575+82.3% | $6,153+35.5% | $4,126+102.1% |
| Admin fee / account holder | $7,207 | $9,467-23.9% | $15,194-52.6% | $7,339-1.8% |