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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 | $77,358+78.1% | $102,184+34.8% | $87,485+57.4% |
| Participation rate | 71.7% | 78.7%-7.0pp | 82.6%-10.9pp | 68.9%+2.7pp |
| Annual return | 18.90% | 41.11%-22.2pp | 31.58%-12.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $2,618 | $2,562+2.2% | $3,594-27.1% | $2,596+0.9% |
| Participant deferral / active EE | $7,682 | $6,753+13.8% | $8,309-7.5% | $4,274+79.8% |
| Admin fee / account holder | $20,506 | $6,809+201.2% | $11,609+76.6% | $7,775+163.8% |