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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 | $152,585 | $86,949+75.5% | $102,460+48.9% | $80,959+88.5% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.7%+30.3pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.47%-12.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $7,431 | $2,370+213.6% | $3,025+145.6% | $2,757+169.5% |
| Participant deferral / active EE | $10,457 | $4,121+153.7% | $5,056+106.8% | $4,300+143.2% |
| Admin fee / account holder | $18,865 | $8,048+134.4% | $9,460+99.4% | $6,925+172.4% |