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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 | $214,200 | $97,648+119.4% | $121,663+76.1% | $87,485+144.8% |
| Participation rate | 76.9% | 70.5%+6.5pp | 74.5%+2.4pp | 68.9%+8.0pp |
| Annual return | 15.88% | 18.03%-2.1pp | 147.54%-131.7pp | 26.06%-10.2pp |
| Employer contribution / active EE | $2,033 | $2,300-11.6% | $3,020-32.7% | $2,596-21.7% |
| Participant deferral / active EE | $5,815 | $3,923+48.2% | $4,887+19.0% | $4,274+36.1% |
| Admin fee / account holder | $5,038 | $11,100-54.6% | $14,289-64.7% | $7,775-35.2% |