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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 | $158,793 | $72,486+119.1% | $87,103+82.3% | $72,976+117.6% |
| Participation rate | 89.2% | 72.8%+16.4pp | 76.9%+12.3pp | 69.5%+19.7pp |
| Annual return | 24.09% | 24.46%-0.4pp | 28.19%-4.1pp | 81.02%-56.9pp |
| Employer contribution / active EE | $2,231 | $1,894+17.8% | $2,521-11.5% | $2,440-8.6% |
| Participant deferral / active EE | $7,735 | $3,270+136.6% | $4,049+91.1% | $3,608+114.4% |
| Admin fee / account holder | $7,782 | $5,055+54.0% | $7,491+3.9% | $5,124+51.9% |