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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 | $101,950+110.1% | $125,529+70.6% | $86,983+146.3% |
| Participation rate | 76.9% | 70.2%+6.8pp | 74.7%+2.2pp | 69.5%+7.4pp |
| Annual return | 15.88% | 18.29%-2.4pp | 202.56%-186.7pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,033 | $2,358-13.8% | $3,058-33.5% | $2,584-21.3% |
| Participant deferral / active EE | $5,815 | $3,862+50.6% | $4,813+20.8% | $4,194+38.7% |
| Admin fee / account holder | $5,038 | $12,791-60.6% | $16,298-69.1% | $7,856-35.9% |