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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 | $215,357 | $93,345+130.7% | $119,126+80.8% | $87,485+146.2% |
| Participation rate | 76.7% | 68.7%+7.9pp | 75.8%+0.9pp | 68.9%+7.7pp |
| Annual return | 21.16% | 19.08%+2.1pp | 282.11%-260.9pp | 26.06%-4.9pp |
| Employer contribution / active EE | $2,509 | $3,172-20.9% | $4,034-37.8% | $2,596-3.4% |
| Participant deferral / active EE | $7,558 | $4,099+84.4% | $5,318+42.1% | $4,274+76.9% |
| Admin fee / account holder | $13,954 | $8,039+73.6% | $10,693+30.5% | $7,775+79.5% |