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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 | $168,409 | $57,590+192.4% | $86,233+95.3% | $82,448+104.3% |
| Participation rate | 85.2% | 57.9%+27.3pp | 69.0%+16.2pp | 68.1%+17.1pp |
| Annual return | 16.86% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,330 | $1,655+40.8% | $2,504-7.0% | $2,551-8.7% |
| Participant deferral / active EE | $7,415 | $3,080+140.8% | $4,559+62.6% | $4,139+79.1% |
| Admin fee / account holder | $9,656 | $4,730+104.1% | $8,342+15.8% | $7,234+33.5% |