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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 | $219,481 | $86,940+152.5% | $102,434+114.3% | $80,935+171.2% |
| Participation rate | 76.9% | 72.4%+4.5pp | 76.5%+0.4pp | 67.7%+9.3pp |
| Annual return | 16.86% | 18.89%-2.0pp | 29.46%-12.6pp | 35.66%-18.8pp |
| Employer contribution / active EE | $4,209 | $2,370+77.6% | $3,023+39.2% | $2,757+52.7% |
| Participant deferral / active EE | $5,956 | $4,121+44.5% | $5,055+17.8% | $4,299+38.5% |
| Admin fee / account holder | $4,561 | $8,047-43.3% | $9,462-51.8% | $6,924-34.1% |