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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 | $207,088 | $86,949+138.2% | $102,460+102.1% | $80,959+155.8% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+16.9pp |
| Annual return | 12.58% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $2,750 | $2,370+16.1% | $3,025-9.1% | $2,757-0.2% |
| Participant deferral / active EE | $11,829 | $4,121+187.0% | $5,056+134.0% | $4,300+175.1% |
| Admin fee / account holder | $2,273 | $8,048-71.8% | $9,460-76.0% | $6,925-67.2% |