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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 | $207,662 | $81,487+154.8% | $102,412+102.8% | $80,935+156.6% |
| Participation rate | 71.7% | 66.8%+4.9pp | 74.5%-2.8pp | 67.7%+4.0pp |
| Annual return | 16.87% | 25.60%-8.7pp | 24.94%-8.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $4,670 | $3,103+50.5% | $3,870+20.7% | $2,757+69.4% |
| Participant deferral / active EE | $5,902 | $3,871+52.5% | $5,060+16.6% | $4,299+37.3% |
| Admin fee / account holder | $14,549 | $6,717+116.6% | $8,388+73.5% | $6,924+110.1% |