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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 | $164,992 | $86,938+89.8% | $102,423+61.1% | $80,925+103.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 10.43% | 18.89%-8.5pp | 29.42%-19.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,224 | $2,369+36.1% | $3,023+6.7% | $2,756+17.0% |
| Participant deferral / active EE | $6,425 | $4,120+55.9% | $5,054+27.1% | $4,299+49.5% |
| Admin fee / account holder | $45,478 | $8,053+464.8% | $9,455+381.0% | $6,940+555.3% |