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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 | $194,410 | $76,551+154.0% | $123,894+56.9% | $62,881+209.2% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 11.73% | 18.68%-6.9pp | 47.52%-35.8pp | 20.14%-8.4pp |
| Employer contribution / active EE | $3,120 | $2,882+8.3% | $4,617-32.4% | $2,281+36.8% |
| Participant deferral / active EE | $7,987 | $4,840+65.0% | $5,984+33.5% | $3,203+149.4% |
| Admin fee / account holder | $7,092 | $4,826+47.0% | $8,357-15.1% | $4,296+65.1% |