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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 | $221,341 | $81,358+172.1% | $155,556+42.3% | $80,959+173.4% |
| Participation rate | 71.3% | 66.3%+5.0pp | 78.2%-7.0pp | 67.7%+3.6pp |
| Annual return | 13.24% | 33.39%-20.1pp | 64.84%-51.6pp | 35.67%-22.4pp |
| Employer contribution / active EE | $3,051 | $3,106-1.8% | $4,675-34.7% | $2,757+10.7% |
| Participant deferral / active EE | $5,101 | $3,455+47.6% | $5,631-9.4% | $4,300+18.6% |
| Admin fee / account holder | $1,520 | $7,994-81.0% | $15,885-90.4% | $6,925-78.0% |