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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 | $249,282 | $94,031+165.1% | $115,768+115.3% | $82,448+202.4% |
| Participation rate | 74.2% | 70.4%+3.8pp | 74.4%-0.2pp | 68.1%+6.1pp |
| Annual return | 16.39% | 20.61%-4.2pp | 100.46%-84.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,906 | $2,323+25.1% | $2,940-1.1% | $2,551+13.9% |
| Participant deferral / active EE | $5,357 | $3,972+34.9% | $4,917+9.0% | $4,139+29.4% |
| Admin fee / account holder | $5,105 | $10,249-50.2% | $12,439-59.0% | $7,234-29.4% |