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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 | $214,834 | $46,596+361.1% | $64,099+235.2% | $75,181+185.8% |
| Participation rate | 71.8% | 65.9%+5.9pp | 72.3%-0.5pp | 67.2%+4.6pp |
| Annual return | 14.25% | 26.04%-11.8pp | 33.70%-19.4pp | 160.69%-146.4pp |
| Employer contribution / active EE | $3,746 | $1,975+89.7% | $2,748+36.3% | $2,671+40.3% |
| Participant deferral / active EE | $6,536 | $2,837+130.4% | $3,881+68.4% | $4,126+58.4% |
| Admin fee / account holder | $5,291 | $2,954+79.1% | $3,070+72.3% | $5,650-6.3% |