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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 | $83,061+65.8% | $126,068+9.3% | $94,015+46.5% |
| Participation rate | 71.7% | 81.2%-9.5pp | 84.7%-13.0pp | 70.8%+0.8pp |
| Annual return | 18.90% | 20.41%-1.5pp | 15.01%+3.9pp | 17.84%+1.1pp |
| Employer contribution / active EE | $2,618 | $2,864-8.6% | $3,968-34.0% | $2,790-6.2% |
| Participant deferral / active EE | $7,682 | $7,042+9.1% | $8,214-6.5% | $4,249+80.8% |
| Admin fee / account holder | $20,506 | $7,208+184.5% | $18,264+12.3% | $8,951+129.1% |