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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 | $205,076 | $108,825+88.4% | $156,181+31.3% | $82,448+148.7% |
| Participation rate | 82.4% | 72.4%+10.0pp | 78.8%+3.5pp | 68.1%+14.3pp |
| Annual return | 15.06% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $3,732 | $2,870+30.1% | $4,294-13.1% | $2,551+46.3% |
| Participant deferral / active EE | $9,167 | $4,577+100.3% | $6,132+49.5% | $4,139+121.5% |
| Admin fee / account holder | $16,936 | $9,341+81.3% | $14,586+16.1% | $7,234+134.1% |