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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 | $223,218 | $86,919+156.8% | $102,457+117.9% | $80,911+175.9% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.6%+17.1pp |
| Annual return | 11.83% | 18.90%-7.1pp | 29.41%-17.6pp | 35.63%-23.8pp |
| Employer contribution / active EE | $2,627 | $2,368+10.9% | $3,022-13.1% | $2,756-4.7% |
| Participant deferral / active EE | $6,653 | $4,119+61.5% | $5,054+31.6% | $4,297+54.8% |
| Admin fee / account holder | $7,499 | $8,049-6.8% | $9,451-20.7% | $6,935+8.1% |