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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 | $150,482 | $115,931+29.8% | $185,441-18.9% | $86,983+73.0% |
| Participation rate | 77.1% | 73.6%+3.5pp | 80.3%-3.1pp | 69.5%+7.6pp |
| Annual return | 11.47% | 21.47%-10.0pp | 20.16%-8.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $3,429 | $2,937+16.7% | $4,672-26.6% | $2,584+32.7% |
| Participant deferral / active EE | $5,576 | $4,551+22.5% | $6,152-9.4% | $4,194+33.0% |
| Admin fee / account holder | $20,110 | $10,687+88.2% | $17,890+12.4% | $7,856+156.0% |