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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 | $217,393 | $100,194+117.0% | $122,979+76.8% | $86,983+149.9% |
| Participation rate | 78.4% | 73.0%+5.4pp | 77.2%+1.2pp | 69.5%+8.8pp |
| Annual return | 15.22% | 16.47%-1.3pp | 20.12%-4.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,954 | $2,326+27.0% | $3,062-3.5% | $2,584+14.3% |
| Participant deferral / active EE | $7,875 | $4,133+90.5% | $5,003+57.4% | $4,194+87.8% |
| Admin fee / account holder | $6,355 | $10,148-37.4% | $12,864-50.6% | $7,856-19.1% |