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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 | $219,240 | $76,551+186.4% | $123,894+77.0% | $62,881+248.7% |
| Participation rate | 77.1% | 73.0%+4.2pp | 81.4%-4.3pp | 69.3%+7.8pp |
| Annual return | 7.64% | 18.68%-11.0pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $4,663 | $2,882+61.8% | $4,617+1.0% | $2,281+104.4% |
| Participant deferral / active EE | $8,666 | $4,840+79.1% | $5,984+44.8% | $3,203+170.6% |
| Admin fee / account holder | $8,595 | $4,826+78.1% | $8,357+2.8% | $4,296+100.1% |