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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 | $86,938+153.3% | $102,423+115.0% | $80,925+172.1% |
| Participation rate | 71.3% | 72.4%-1.1pp | 76.5%-5.2pp | 67.7%+3.6pp |
| Annual return | 15.45% | 18.89%-3.4pp | 29.42%-14.0pp | 35.65%-20.2pp |
| Employer contribution / active EE | $2,664 | $2,369+12.4% | $3,023-11.9% | $2,756-3.3% |
| Participant deferral / active EE | $5,157 | $4,120+25.2% | $5,054+2.0% | $4,299+20.0% |
| Admin fee / account holder | $16,787 | $8,053+108.5% | $9,455+77.6% | $6,940+141.9% |