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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 | $149,400 | $60,352+147.5% | $74,185+101.4% | $62,881+137.6% |
| Participation rate | 92.5% | 72.7%+19.8pp | 76.6%+15.9pp | 69.3%+23.2pp |
| Annual return | 8.54% | 21.37%-12.8pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,944 | $1,680+75.2% | $2,370+24.2% | $2,281+29.1% |
| Participant deferral / active EE | $9,275 | $2,856+224.7% | $3,550+161.3% | $3,203+189.6% |
| Admin fee / account holder | $8,791 | $4,261+106.3% | $5,586+57.4% | $4,296+104.7% |