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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 | $141,209 | $79,867+76.8% | $120,344+17.3% | $64,340+119.5% |
| Participation rate | 76.2% | 63.0%+13.3pp | 76.7%-0.5pp | 55.2%+21.0pp |
| Annual return | 13.39% | 21.10%-7.7pp | 20.30%-6.9pp | 24.14%-10.8pp |
| Employer contribution / active EE | $5,835 | $1,925+203.1% | $3,020+93.2% | $1,862+213.4% |
| Participant deferral / active EE | $13,243 | $3,593+268.6% | $5,135+157.9% | $2,980+344.3% |
| Admin fee / account holder | $9,569 | $5,039+89.9% | $12,742-24.9% | $3,703+158.4% |