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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 | $148,794 | $86,949+71.1% | $102,460+45.2% | $80,959+83.8% |
| Participation rate | 91.8% | 72.4%+19.4pp | 76.5%+15.3pp | 67.7%+24.1pp |
| Annual return | 20.13% | 18.89%+1.2pp | 29.47%-9.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $2,668 | $2,370+12.6% | $3,025-11.8% | $2,757-3.3% |
| Participant deferral / active EE | $5,302 | $4,121+28.6% | $5,056+4.9% | $4,300+23.3% |
| Admin fee / account holder | $24,407 | $8,048+203.3% | $9,460+158.0% | $6,925+252.4% |