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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 | $137,739 | $78,520+75.4% | $96,576+42.6% | $82,448+67.1% |
| Participation rate | 71.7% | 77.7%-6.1pp | 81.4%-9.8pp | 68.1%+3.6pp |
| Annual return | 18.90% | 41.30%-22.4pp | 38.47%-19.6pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,618 | $2,630-0.4% | $3,553-26.3% | $2,551+2.6% |
| Participant deferral / active EE | $7,682 | $6,754+13.7% | $7,956-3.4% | $4,139+85.6% |
| Admin fee / account holder | $20,506 | $13,455+52.4% | $11,381+80.2% | $7,234+183.5% |