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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 | $204,052 | $67,602+201.8% | $82,312+147.9% | $70,126+191.0% |
| Participation rate | 72.9% | 72.8%+0.1pp | 76.9%-4.0pp | 69.5%+3.3pp |
| Annual return | 13.61% | 21.57%-8.0pp | 25.88%-12.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $2,219 | $1,755+26.4% | $2,428-8.6% | $2,343-5.3% |
| Participant deferral / active EE | $4,283 | $2,987+43.4% | $3,706+15.6% | $3,332+28.5% |
| Admin fee / account holder | $14,896 | $4,512+230.2% | $5,608+165.6% | $4,645+220.7% |