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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 | $215,357 | $105,284+104.5% | $150,734+42.9% | $94,015+129.1% |
| Participation rate | 76.7% | 71.7%+4.9pp | 78.4%-1.8pp | 70.8%+5.8pp |
| Annual return | 21.16% | 15.67%+5.5pp | 600.81%-579.6pp | 17.84%+3.3pp |
| Employer contribution / active EE | $2,509 | $3,599-30.3% | $4,918-49.0% | $2,790-10.1% |
| Participant deferral / active EE | $7,558 | $4,274+76.9% | $5,610+34.7% | $4,249+77.9% |
| Admin fee / account holder | $13,954 | $9,839+41.8% | $14,905-6.4% | $8,951+55.9% |