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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 | $145,513 | $70,486+106.4% | $100,528+44.7% | $79,852+82.2% |
| Participation rate | 80.8% | 73.6%+7.1pp | 79.4%+1.4pp | 69.6%+11.1pp |
| Annual return | 17.25% | 21.90%-4.6pp | 30.90%-13.6pp | 31.72%-14.5pp |
| Employer contribution / active EE | $3,030 | $2,165+40.0% | $3,419-11.4% | $2,471+22.6% |
| Participant deferral / active EE | $6,086 | $5,182+17.5% | $6,271-3.0% | $3,740+62.7% |
| Admin fee / account holder | $12,415 | $4,480+177.1% | $8,084+53.6% | $5,306+134.0% |