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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 | $244,799 | $100,194+144.3% | $122,979+99.1% | $86,983+181.4% |
| Participation rate | 84.4% | 73.0%+11.4pp | 77.2%+7.2pp | 69.5%+14.8pp |
| Annual return | 18.35% | 16.47%+1.9pp | 20.12%-1.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $2,477 | $2,326+6.5% | $3,062-19.1% | $2,584-4.1% |
| Participant deferral / active EE | $6,646 | $4,133+60.8% | $5,003+32.8% | $4,194+58.5% |
| Admin fee / account holder | $19,390 | $10,148+91.1% | $12,864+50.7% | $7,856+146.8% |