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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 | $137,177 | $58,627+134.0% | $76,735+78.8% | $82,448+66.4% |
| Participation rate | 73.2% | 63.2%+10.0pp | 69.5%+3.7pp | 68.1%+5.1pp |
| Annual return | 14.41% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,169 | $1,729+25.4% | $2,454-11.6% | $2,551-15.0% |
| Participant deferral / active EE | $4,444 | $3,134+41.8% | $4,088+8.7% | $4,139+7.4% |
| Admin fee / account holder | $8,770 | $5,323+64.8% | $7,189+22.0% | $7,234+21.2% |