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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 | $212,818 | $117,846+80.6% | $102,434+107.8% | $145,884+45.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.51% | 31.90%-17.4pp | 29.46%-14.9pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,756 | $3,615-23.8% | $3,023-8.8% | $4,662-40.9% |
| Participant deferral / active EE | $5,464 | $5,733-4.7% | $5,055+8.1% | $6,690-18.3% |
| Admin fee / account holder | $16,517 | $13,356+23.7% | $9,462+74.6% | $13,392+23.3% |