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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 | $143,365 | $81,403+76.1% | $147,027-2.5% | $87,485+63.9% |
| Participation rate | 73.5% | 63.4%+10.1pp | 73.7%-0.2pp | 68.9%+4.6pp |
| Annual return | 17.62% | 16.51%+1.1pp | 20.23%-2.6pp | 26.06%-8.4pp |
| Employer contribution / active EE | $2,028 | $2,205-8.1% | $3,626-44.1% | $2,596-21.9% |
| Participant deferral / active EE | $4,892 | $3,315+47.5% | $4,933-0.8% | $4,274+14.5% |
| Admin fee / account holder | $29,811 | $6,755+341.3% | $12,223+143.9% | $7,775+283.4% |