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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 | $233,378 | $106,749+118.6% | $145,433+60.5% | $82,448+183.1% |
| Participation rate | 74.1% | 75.6%-1.6pp | 82.1%-8.0pp | 68.1%+6.0pp |
| Annual return | 15.26% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,428 | $3,444-29.5% | $4,554-46.7% | $2,551-4.8% |
| Participant deferral / active EE | $5,092 | $6,519-21.9% | $7,897-35.5% | $4,139+23.0% |
| Admin fee / account holder | $3,117 | $8,390-62.8% | $13,129-76.3% | $7,234-56.9% |