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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 | $86,938+75.5% | $102,423+49.0% | $80,925+88.6% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.7%+30.3pp |
| Annual return | 16.71% | 18.89%-2.2pp | 29.42%-12.7pp | 35.65%-18.9pp |
| Employer contribution / active EE | $7,431 | $2,369+213.6% | $3,023+145.8% | $2,756+169.6% |
| Participant deferral / active EE | $10,457 | $4,120+153.8% | $5,054+106.9% | $4,299+143.3% |
| Admin fee / account holder | $18,865 | $8,053+134.3% | $9,455+99.5% | $6,940+171.8% |