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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 | $243,840 | $86,949+180.4% | $102,460+138.0% | $80,959+201.2% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.7%+12.9pp |
| Annual return | 14.10% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $3,239 | $2,370+36.7% | $3,025+7.1% | $2,757+17.5% |
| Participant deferral / active EE | $6,807 | $4,121+65.2% | $5,056+34.6% | $4,300+58.3% |
| Admin fee / account holder | $17,324 | $8,048+115.3% | $9,460+83.1% | $6,925+150.2% |