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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 | $201,109 | $78,015+157.8% | $178,505+12.7% | $80,959+148.4% |
| Participation rate | 78.4% | 65.7%+12.7pp | 77.1%+1.3pp | 67.7%+10.7pp |
| Annual return | 13.25% | 18.10%-4.8pp | 27.16%-13.9pp | 35.67%-22.4pp |
| Employer contribution / active EE | $5,419 | $2,281+137.5% | $3,955+37.0% | $2,757+96.5% |
| Participant deferral / active EE | $10,529 | $4,406+139.0% | $6,280+67.7% | $4,300+144.8% |
| Admin fee / account holder | $2,402 | $7,160-66.5% | $10,428-77.0% | $6,925-65.3% |