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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 | $86,940+112.4% | $102,434+80.3% | $80,935+128.2% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.7%+9.8pp |
| Annual return | 12.44% | 18.89%-6.5pp | 29.46%-17.0pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,372 | $2,370+42.3% | $3,023+11.6% | $2,757+22.3% |
| Participant deferral / active EE | $8,939 | $4,121+116.9% | $5,055+76.8% | $4,299+107.9% |
| Admin fee / account holder | $21,792 | $8,047+170.8% | $9,462+130.3% | $6,924+214.7% |