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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 | $184,676 | $86,949+112.4% | $102,460+80.2% | $80,959+128.1% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.7%+9.8pp |
| Annual return | 12.44% | 18.89%-6.5pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,372 | $2,370+42.3% | $3,025+11.5% | $2,757+22.3% |
| Participant deferral / active EE | $8,939 | $4,121+116.9% | $5,056+76.8% | $4,300+107.9% |
| Admin fee / account holder | $21,792 | $8,048+170.8% | $9,460+130.4% | $6,925+214.7% |