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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 | $81,276+172.3% | $155,574+42.3% | $80,925+173.5% |
| Participation rate | 71.3% | 66.2%+5.0pp | 78.2%-6.9pp | 67.7%+3.6pp |
| Annual return | 13.24% | 33.36%-20.1pp | 64.87%-51.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,051 | $3,103-1.7% | $4,676-34.7% | $2,756+10.7% |
| Participant deferral / active EE | $5,101 | $3,453+47.7% | $5,629-9.4% | $4,299+18.7% |
| Admin fee / account holder | $1,520 | $7,993-81.0% | $15,914-90.4% | $6,940-78.1% |