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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 | $174,913 | $86,938+101.2% | $102,423+70.8% | $80,925+116.1% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.7%+16.1pp |
| Annual return | 21.49% | 18.89%+2.6pp | 29.42%-7.9pp | 35.65%-14.2pp |
| Employer contribution / active EE | $3,570 | $2,369+50.7% | $3,023+18.1% | $2,756+29.5% |
| Participant deferral / active EE | $6,503 | $4,120+57.8% | $5,054+28.7% | $4,299+51.3% |
| Admin fee / account holder | $2,450 | $8,053-69.6% | $9,455-74.1% | $6,940-64.7% |