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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 | $181,904 | $97,550+86.5% | $120,344+51.2% | $87,485+107.9% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.7%+0.6pp | 68.9%+8.4pp |
| Annual return | 15.11% | 18.41%-3.3pp | 20.30%-5.2pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,341 | $2,291+2.2% | $3,020-22.5% | $2,596-9.8% |
| Participant deferral / active EE | $6,985 | $4,230+65.1% | $5,135+36.0% | $4,274+63.5% |
| Admin fee / account holder | $18,557 | $9,543+94.5% | $12,742+45.6% | $7,775+138.7% |