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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 | $100,194+81.1% | $122,979+47.5% | $86,983+108.6% |
| Participation rate | 91.5% | 73.0%+18.6pp | 77.2%+14.4pp | 69.5%+22.0pp |
| Annual return | 12.61% | 16.47%-3.9pp | 20.12%-7.5pp | 25.83%-13.2pp |
| Employer contribution / active EE | $4,090 | $2,326+75.9% | $3,062+33.6% | $2,584+58.3% |
| Participant deferral / active EE | $5,387 | $4,133+30.3% | $5,003+7.7% | $4,194+28.4% |
| Admin fee / account holder | $16,035 | $10,148+58.0% | $12,864+24.6% | $7,856+104.1% |