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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 | $181,412 | $95,404+90.2% | $113,397+60.0% | $82,637+119.5% |
| Participation rate | 91.5% | 72.8%+18.7pp | 76.5%+15.1pp | 68.1%+23.5pp |
| Annual return | 12.61% | 19.08%-6.5pp | 23.20%-10.6pp | 53.51%-40.9pp |
| Employer contribution / active EE | $4,090 | $2,307+77.3% | $2,977+37.4% | $2,552+60.3% |
| Participant deferral / active EE | $5,387 | $4,220+27.7% | $5,076+6.1% | $4,126+30.5% |
| Admin fee / account holder | $16,035 | $9,168+74.9% | $11,957+34.1% | $7,339+118.5% |