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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 | $87,465+61.4% | $122,979+14.8% | $65,306+116.2% |
| Participation rate | 76.2% | 66.0%+10.2pp | 77.2%-1.0pp | 57.7%+18.6pp |
| Annual return | 13.39% | 19.76%-6.4pp | 20.12%-6.7pp | 21.94%-8.5pp |
| Employer contribution / active EE | $5,835 | $2,156+170.6% | $3,062+90.5% | $1,967+196.6% |
| Participant deferral / active EE | $13,243 | $3,705+257.4% | $5,003+164.7% | $2,959+347.5% |
| Admin fee / account holder | $9,569 | $5,100+87.6% | $12,864-25.6% | $3,480+175.0% |