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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 | $106,524+101.5% | $152,301+40.9% | $87,485+145.3% |
| Participation rate | 78.2% | 75.8%+2.4pp | 82.4%-4.3pp | 68.9%+9.3pp |
| Annual return | 18.03% | 26.89%-8.9pp | 80.50%-62.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $3,422 | $3,371+1.5% | $4,624-26.0% | $2,596+31.8% |
| Participant deferral / active EE | $14,580 | $6,525+123.4% | $8,004+82.2% | $4,274+241.2% |
| Admin fee / account holder | $10,624 | $8,287+28.2% | $14,398-26.2% | $7,775+36.7% |