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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 | $217,393 | $97,550+122.9% | $120,344+80.6% | $87,485+148.5% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.7%+1.7pp | 68.9%+9.4pp |
| Annual return | 15.22% | 18.41%-3.2pp | 20.30%-5.1pp | 26.06%-10.8pp |
| Employer contribution / active EE | $2,954 | $2,291+28.9% | $3,020-2.2% | $2,596+13.8% |
| Participant deferral / active EE | $7,875 | $4,230+86.2% | $5,135+53.4% | $4,274+84.3% |
| Admin fee / account holder | $6,355 | $9,543-33.4% | $12,742-50.1% | $7,775-18.3% |