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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 | $209,908 | $138,386+51.7% | $184,260+13.9% | $80,935+159.4% |
| Participation rate | 94.3% | 83.9%+10.4pp | 86.8%+7.5pp | 67.7%+26.6pp |
| Annual return | 29.87% | 20.02%+9.9pp | 28.84%+1.0pp | 35.66%-5.8pp |
| Employer contribution / active EE | $8,378 | $4,851+72.7% | $6,427+30.3% | $2,757+203.9% |
| Participant deferral / active EE | $19,026 | $7,076+168.9% | $9,133+108.3% | $4,299+342.5% |
| Admin fee / account holder | $6,967 | $10,489-33.6% | $13,898-49.9% | $6,924+0.6% |