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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 | $218,037 | $87,132+150.2% | $105,624+106.4% | $80,959+169.3% |
| Participation rate | 72.7% | 70.4%+2.3pp | 75.3%-2.5pp | 67.7%+5.1pp |
| Annual return | 12.37% | 17.03%-4.7pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,297 | $2,397-4.2% | $3,168-27.5% | $2,757-16.7% |
| Participant deferral / active EE | $4,814 | $3,985+20.8% | $5,013-4.0% | $4,300+11.9% |
| Admin fee / account holder | $9,594 | $8,449+13.5% | $10,961-12.5% | $6,925+38.5% |