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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 | $214,609 | $106,749+101.0% | $145,433+47.6% | $82,448+160.3% |
| Participation rate | 78.2% | 75.6%+2.5pp | 82.1%-3.9pp | 68.1%+10.1pp |
| Annual return | 18.03% | 27.59%-9.6pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,422 | $3,444-0.6% | $4,554-24.9% | $2,551+34.2% |
| Participant deferral / active EE | $14,580 | $6,519+123.7% | $7,897+84.6% | $4,139+252.2% |
| Admin fee / account holder | $10,624 | $8,390+26.6% | $13,129-19.1% | $7,234+46.9% |