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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 | $81,446+159.7% | $103,374+104.6% | $80,874+161.6% |
| Participation rate | 73.8% | 66.9%+6.9pp | 74.5%-0.7pp | 67.6%+6.1pp |
| Annual return | 11.93% | 25.57%-13.6pp | 24.89%-13.0pp | 35.62%-23.7pp |
| Employer contribution / active EE | $2,964 | $3,107-4.6% | $3,869-23.4% | $2,756+7.6% |
| Participant deferral / active EE | $6,126 | $3,870+58.3% | $5,058+21.1% | $4,297+42.6% |
| Admin fee / account holder | $6,119 | $6,715-8.9% | $8,394-27.1% | $6,935-11.8% |