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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 | $80,855+153.0% | $153,416+33.4% | $86,983+135.2% |
| Participation rate | 71.7% | 64.1%+7.6pp | 74.3%-2.6pp | 69.5%+2.2pp |
| Annual return | 17.05% | 16.18%+0.9pp | 17.84%-0.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $3,170 | $2,308+37.4% | $3,764-15.8% | $2,584+22.7% |
| Participant deferral / active EE | $5,101 | $3,333+53.1% | $4,723+8.0% | $4,194+21.6% |
| Admin fee / account holder | $5,951 | $6,908-13.9% | $13,095-54.6% | $7,856-24.2% |