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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 | $226,585 | $79,955+183.4% | $98,461+130.1% | $75,173+201.4% |
| Participation rate | 76.9% | 70.4%+6.6pp | 75.2%+1.8pp | 67.2%+9.7pp |
| Annual return | 16.46% | 19.75%-3.3pp | 21.17%-4.7pp | 160.72%-144.3pp |
| Employer contribution / active EE | $3,573 | $2,264+57.8% | $3,049+17.2% | $2,671+33.8% |
| Participant deferral / active EE | $7,076 | $3,752+88.6% | $4,738+49.3% | $4,126+71.5% |
| Admin fee / account holder | $5,329 | $6,841-22.1% | $8,961-40.5% | $5,651-5.7% |