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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 | $217,506 | $86,050+152.8% | $189,758+14.6% | $94,015+131.4% |
| Participation rate | 76.9% | 68.9%+8.0pp | 79.8%-2.9pp | 70.8%+6.1pp |
| Annual return | 17.57% | 17.77%-0.2pp | 52.62%-35.0pp | 17.84%-0.3pp |
| Employer contribution / active EE | $2,560 | $2,819-9.2% | $4,767-46.3% | $2,790-8.2% |
| Participant deferral / active EE | $8,349 | $3,349+149.3% | $5,856+42.6% | $4,249+96.5% |
| Admin fee / account holder | $6,596 | $6,627-0.5% | $20,388-67.6% | $8,951-26.3% |