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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 | $134,467 | $114,712+17.2% | $173,730-22.6% | $87,485+53.7% |
| Participation rate | 83.8% | 73.0%+10.8pp | 79.6%+4.2pp | 68.9%+14.9pp |
| Annual return | 22.22% | 20.18%+2.0pp | 19.96%+2.3pp | 26.06%-3.8pp |
| Employer contribution / active EE | $2,245 | $2,904-22.7% | $4,577-51.0% | $2,596-13.5% |
| Participant deferral / active EE | $4,096 | $4,642-11.8% | $6,326-35.3% | $4,274-4.2% |
| Admin fee / account holder | $22,715 | $10,210+122.5% | $17,523+29.6% | $7,775+192.2% |