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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 | $158,104 | $86,922+81.9% | $102,438+54.3% | $80,874+95.5% |
| Participation rate | 93.3% | 72.4%+21.0pp | 76.5%+16.8pp | 67.6%+25.7pp |
| Annual return | 15.51% | 18.90%-3.4pp | 29.37%-13.9pp | 35.62%-20.1pp |
| Employer contribution / active EE | $5,652 | $2,369+138.5% | $3,024+86.9% | $2,756+105.1% |
| Participant deferral / active EE | $9,506 | $4,119+130.8% | $5,054+88.1% | $4,297+121.2% |
| Admin fee / account holder | $25,721 | $8,050+219.5% | $9,448+172.2% | $6,935+270.9% |