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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 | $155,243 | $115,931+33.9% | $185,441-16.3% | $86,983+78.5% |
| Participation rate | 84.2% | 73.6%+10.6pp | 80.3%+3.9pp | 69.5%+14.7pp |
| Annual return | 13.72% | 21.47%-7.7pp | 20.16%-6.4pp | 25.83%-12.1pp |
| Employer contribution / active EE | $3,761 | $2,937+28.1% | $4,672-19.5% | $2,584+45.5% |
| Participant deferral / active EE | $10,778 | $4,551+136.8% | $6,152+75.2% | $4,194+157.0% |
| Admin fee / account holder | $36,756 | $10,687+243.9% | $17,890+105.5% | $7,856+367.9% |