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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 | $204,594 | $79,894+156.1% | $135,792+50.7% | $82,637+147.6% |
| Participation rate | 71.7% | 63.0%+8.7pp | 72.6%-0.9pp | 68.1%+3.7pp |
| Annual return | 17.05% | 17.20%-0.1pp | 25.96%-8.9pp | 53.51%-36.5pp |
| Employer contribution / active EE | $3,170 | $2,165+46.4% | $3,496-9.3% | $2,552+24.2% |
| Participant deferral / active EE | $5,101 | $3,194+59.7% | $4,759+7.2% | $4,126+23.6% |
| Admin fee / account holder | $5,951 | $6,434-7.5% | $12,266-51.5% | $7,339-18.9% |