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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 | $166,136 | $95,404+74.1% | $113,397+46.5% | $82,637+101.0% |
| Participation rate | 91.7% | 72.8%+18.8pp | 76.5%+15.2pp | 68.1%+23.6pp |
| Annual return | 17.70% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $4,356 | $2,307+88.8% | $2,977+46.3% | $2,552+70.7% |
| Participant deferral / active EE | $3,569 | $4,220-15.4% | $5,076-29.7% | $4,126-13.5% |
| Admin fee / account holder | $3,241 | $9,168-64.6% | $11,957-72.9% | $7,339-55.8% |