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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 | $220,232 | $86,949+153.3% | $102,460+114.9% | $80,959+172.0% |
| Participation rate | 71.3% | 72.4%-1.1pp | 76.5%-5.2pp | 67.7%+3.6pp |
| Annual return | 15.45% | 18.89%-3.4pp | 29.47%-14.0pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,664 | $2,370+12.4% | $3,025-11.9% | $2,757-3.4% |
| Participant deferral / active EE | $5,157 | $4,121+25.1% | $5,056+2.0% | $4,300+19.9% |
| Admin fee / account holder | $16,787 | $8,048+108.6% | $9,460+77.5% | $6,925+142.4% |