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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 | $188,344 | $77,962+141.6% | $178,540+5.5% | $80,935+132.7% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.7%+16.0pp |
| Annual return | 13.75% | 18.10%-4.3pp | 27.15%-13.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $4,886 | $2,280+114.3% | $3,953+23.6% | $2,757+77.2% |
| Participant deferral / active EE | $10,288 | $4,404+133.6% | $6,281+63.8% | $4,299+139.3% |
| Admin fee / account holder | $4,703 | $7,156-34.3% | $10,424-54.9% | $6,924-32.1% |