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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 | $211,535 | $81,487+159.6% | $102,412+106.6% | $80,935+161.4% |
| Participation rate | 73.8% | 66.8%+6.9pp | 74.5%-0.7pp | 67.7%+6.1pp |
| Annual return | 11.93% | 25.60%-13.7pp | 24.94%-13.0pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,964 | $3,103-4.5% | $3,870-23.4% | $2,757+7.5% |
| Participant deferral / active EE | $6,126 | $3,871+58.3% | $5,060+21.1% | $4,299+42.5% |
| Admin fee / account holder | $6,119 | $6,717-8.9% | $8,388-27.0% | $6,924-11.6% |