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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 | $206,905 | $78,682+163.0% | $109,188+89.5% | $85,851+141.0% |
| Participation rate | 74.1% | 68.3%+5.8pp | 75.9%-1.8pp | 69.3%+4.8pp |
| Annual return | 13.79% | 25.09%-11.3pp | 25.76%-12.0pp | 318.63%-304.8pp |
| Employer contribution / active EE | $2,088 | $2,734-23.6% | $3,723-43.9% | $2,565-18.6% |
| Participant deferral / active EE | $3,853 | $3,468+11.1% | $4,654-17.2% | $3,952-2.5% |
| Admin fee / account holder | $2,832 | $5,470-48.2% | $6,755-58.1% | $6,261-54.8% |