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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 | $222,603 | $138,312+60.9% | $122,979+81.0% | $155,188+43.4% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 6.83% | 22.06%-15.2pp | 20.12%-13.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $2,748 | $3,530-22.2% | $3,062-10.3% | $4,248-35.3% |
| Participant deferral / active EE | $8,873 | $5,592+58.7% | $5,003+77.4% | $6,531+35.9% |
| Admin fee / account holder | $30,729 | $15,089+103.6% | $12,864+138.9% | $14,480+112.2% |