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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 | $140,541 | $78,027+80.1% | $178,528-21.3% | $80,925+73.7% |
| Participation rate | 75.9% | 65.7%+10.2pp | 77.1%-1.2pp | 67.7%+8.2pp |
| Annual return | 14.23% | 18.09%-3.9pp | 27.11%-12.9pp | 35.65%-21.4pp |
| Employer contribution / active EE | $3,253 | $2,281+42.6% | $3,950-17.7% | $2,756+18.0% |
| Participant deferral / active EE | $6,844 | $4,408+55.3% | $6,278+9.0% | $4,299+59.2% |
| Admin fee / account holder | $14,463 | $7,168+101.8% | $10,419+38.8% | $6,940+108.4% |