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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 | $210,445 | $77,814+170.4% | $158,223+33.0% | $86,983+141.9% |
| Participation rate | 76.0% | 68.4%+7.6pp | 79.2%-3.2pp | 69.5%+6.5pp |
| Annual return | 15.61% | 30.54%-14.9pp | 52.09%-36.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $3,762 | $2,592+45.1% | $4,109-8.4% | $2,584+45.5% |
| Participant deferral / active EE | $10,611 | $3,270+224.5% | $5,467+94.1% | $4,194+153.0% |
| Admin fee / account holder | $1,356 | $5,879-76.9% | $16,047-91.5% | $7,856-82.7% |