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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 | $132,219 | $86,949+52.1% | $102,460+29.0% | $80,959+63.3% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.3pp | 67.7%+17.2pp |
| Annual return | 12.41% | 18.89%-6.5pp | 29.47%-17.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,593 | $2,370+51.6% | $3,025+18.8% | $2,757+30.3% |
| Participant deferral / active EE | $21,668 | $4,121+425.8% | $5,056+328.5% | $4,300+403.9% |
| Admin fee / account holder | $18,120 | $8,048+125.2% | $9,460+91.5% | $6,925+161.6% |