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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 | $229,788 | $95,453+140.7% | $112,040+105.1% | $82,448+178.7% |
| Participation rate | 76.9% | 72.8%+4.2pp | 76.5%+0.4pp | 68.1%+8.9pp |
| Annual return | 15.97% | 23.92%-8.0pp | 24.52%-8.6pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,759 | $2,318+62.2% | $2,954+27.2% | $2,551+47.3% |
| Participant deferral / active EE | $9,303 | $4,224+120.2% | $5,098+82.5% | $4,139+124.7% |
| Admin fee / account holder | $17,293 | $9,013+91.9% | $12,098+42.9% | $7,234+139.0% |