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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 | $137,512 | $50,464+172.5% | $75,784+81.5% | $52,331+162.8% |
| Participation rate | 72.0% | 66.8%+5.3pp | 75.8%-3.8pp | 68.1%+3.9pp |
| Annual return | 2.47% | 1.03%+1.4pp | 9.68%-7.2pp | 4.54%-2.1pp |
| Employer contribution / active EE | $3,200 | $1,988+60.9% | $3,323-3.7% | $1,882+70.0% |
| Participant deferral / active EE | $7,280 | $2,570+183.2% | $3,652+99.4% | $3,022+140.9% |
| Admin fee / account holder | $7,696 | $1,103+597.8% | $5,300+45.2% | $592+1200.9% |