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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 | $174,379 | $83,485+108.9% | $125,192+39.3% | $72,975+139.0% |
| Participation rate | 77.6% | 73.3%+4.3pp | 79.8%-2.1pp | 69.5%+8.1pp |
| Annual return | 28.02% | 25.77%+2.3pp | 43.79%-15.8pp | 81.01%-53.0pp |
| Employer contribution / active EE | $3,243 | $2,346+38.2% | $3,866-16.1% | $2,440+32.9% |
| Participant deferral / active EE | $5,919 | $3,586+65.1% | $4,937+19.9% | $3,608+64.1% |
| Admin fee / account holder | $12,425 | $5,518+125.2% | $9,704+28.0% | $5,124+142.5% |