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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 | $174,822 | $86,940+101.1% | $102,434+70.7% | $80,935+116.0% |
| Participation rate | 76.1% | 72.4%+3.7pp | 76.5%-0.5pp | 67.7%+8.4pp |
| Annual return | 13.37% | 18.89%-5.5pp | 29.46%-16.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $2,911 | $2,370+22.8% | $3,023-3.7% | $2,757+5.6% |
| Participant deferral / active EE | $6,136 | $4,121+48.9% | $5,055+21.4% | $4,299+42.7% |
| Admin fee / account holder | $22,385 | $8,047+178.2% | $9,462+136.6% | $6,924+223.3% |