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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 | $206,234 | $86,949+137.2% | $102,460+101.3% | $80,959+154.7% |
| Participation rate | 79.0% | 72.4%+6.6pp | 76.5%+2.5pp | 67.7%+11.4pp |
| Annual return | 17.27% | 18.89%-1.6pp | 29.47%-12.2pp | 35.67%-18.4pp |
| Employer contribution / active EE | $2,873 | $2,370+21.2% | $3,025-5.0% | $2,757+4.2% |
| Participant deferral / active EE | $5,375 | $4,121+30.4% | $5,056+6.3% | $4,300+25.0% |
| Admin fee / account holder | $61,172 | $8,048+660.1% | $9,460+546.6% | $6,925+783.3% |