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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 | $86,938+113.4% | $102,423+81.1% | $80,925+129.3% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 14.94% | 18.89%-3.9pp | 29.42%-14.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,860 | $2,369+20.7% | $3,023-5.4% | $2,756+3.8% |
| Participant deferral / active EE | $5,798 | $4,120+40.7% | $5,054+14.7% | $4,299+34.9% |
| Admin fee / account holder | $11,498 | $8,053+42.8% | $9,455+21.6% | $6,940+65.7% |