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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 | $158,360 | $100,194+58.1% | $122,979+28.8% | $86,983+82.1% |
| Participation rate | 79.4% | 73.0%+6.4pp | 77.2%+2.2pp | 69.5%+9.9pp |
| Annual return | 14.57% | 16.47%-1.9pp | 20.12%-5.5pp | 25.83%-11.3pp |
| Employer contribution / active EE | $3,104 | $2,326+33.5% | $3,062+1.4% | $2,584+20.1% |
| Participant deferral / active EE | $4,591 | $4,133+11.1% | $5,003-8.2% | $4,194+9.5% |
| Admin fee / account holder | $42,828 | $10,148+322.0% | $12,864+232.9% | $7,856+445.2% |