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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 | $222,356 | $110,137+101.9% | $161,149+38.0% | $82,637+169.1% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 15.43% | 20.69%-5.3pp | 21.16%-5.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $2,691 | $2,856-5.8% | $4,360-38.3% | $2,552+5.5% |
| Participant deferral / active EE | $7,452 | $4,575+62.9% | $6,153+21.1% | $4,126+80.6% |
| Admin fee / account holder | $3,455 | $9,467-63.5% | $15,194-77.3% | $7,339-52.9% |