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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 | $75,541+187.9% | $152,093+43.0% | $82,637+163.2% |
| Participation rate | 76.9% | 66.5%+10.4pp | 77.8%-0.8pp | 68.1%+8.9pp |
| Annual return | 17.57% | 32.56%-15.0pp | 66.36%-48.8pp | 53.51%-35.9pp |
| Employer contribution / active EE | $2,560 | $2,622-2.4% | $4,175-38.7% | $2,552+0.3% |
| Participant deferral / active EE | $8,349 | $3,206+160.5% | $5,451+53.2% | $4,126+102.4% |
| Admin fee / account holder | $6,596 | $6,405+3.0% | $14,497-54.5% | $7,339-10.1% |