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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 | $240,192 | $97,550+146.2% | $120,344+99.6% | $87,485+174.6% |
| Participation rate | 77.4% | 72.8%+4.6pp | 76.7%+0.7pp | 68.9%+8.5pp |
| Annual return | 14.88% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $2,934 | $2,291+28.1% | $3,020-2.9% | $2,596+13.0% |
| Participant deferral / active EE | $5,564 | $4,230+31.6% | $5,135+8.4% | $4,274+30.2% |
| Admin fee / account holder | $28,007 | $9,543+193.5% | $12,742+119.8% | $7,775+260.2% |