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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 | $189,498 | $138,385+36.9% | $184,243+2.9% | $80,925+134.2% |
| Participation rate | 74.4% | 83.9%-9.5pp | 86.8%-12.4pp | 67.7%+6.8pp |
| Annual return | 17.30% | 20.02%-2.7pp | 28.82%-11.5pp | 35.65%-18.4pp |
| Employer contribution / active EE | $5,412 | $4,851+11.6% | $6,427-15.8% | $2,756+96.3% |
| Participant deferral / active EE | $9,560 | $7,075+35.1% | $9,132+4.7% | $4,299+122.4% |
| Admin fee / account holder | $32,502 | $10,489+209.9% | $13,914+133.6% | $6,940+368.3% |