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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 | $202,025 | $86,949+132.3% | $102,460+97.2% | $80,959+149.5% |
| Participation rate | 94.2% | 72.4%+21.8pp | 76.5%+17.7pp | 67.7%+26.6pp |
| Annual return | 19.64% | 18.89%+0.7pp | 29.47%-9.8pp | 35.67%-16.0pp |
| Employer contribution / active EE | $2,298 | $2,370-3.0% | $3,025-24.0% | $2,757-16.7% |
| Participant deferral / active EE | $13,373 | $4,121+224.5% | $5,056+164.5% | $4,300+211.0% |
| Admin fee / account holder | $31,736 | $8,048+294.4% | $9,460+235.5% | $6,925+358.3% |