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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 | $185,528 | $86,919+113.4% | $102,457+81.1% | $80,911+129.3% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.6%+9.3pp |
| Annual return | 14.94% | 18.90%-4.0pp | 29.41%-14.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,860 | $2,368+20.8% | $3,022-5.4% | $2,756+3.8% |
| Participant deferral / active EE | $5,798 | $4,119+40.8% | $5,054+14.7% | $4,297+34.9% |
| Admin fee / account holder | $11,498 | $8,049+42.8% | $9,451+21.7% | $6,935+65.8% |