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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 | $95,453+151.6% | $112,040+114.4% | $82,448+191.3% |
| Participation rate | 77.4% | 72.8%+4.7pp | 76.5%+0.9pp | 68.1%+9.4pp |
| Annual return | 14.88% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $2,934 | $2,318+26.6% | $2,954-0.7% | $2,551+15.0% |
| Participant deferral / active EE | $5,564 | $4,224+31.7% | $5,098+9.2% | $4,139+34.4% |
| Admin fee / account holder | $28,007 | $9,013+210.7% | $12,098+131.5% | $7,234+287.1% |