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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 | $155,974 | $89,515+74.2% | $103,486+50.7% | $80,935+92.7% |
| Participation rate | 76.9% | 76.0%+0.9pp | 80.5%-3.6pp | 67.7%+9.3pp |
| Annual return | 25.15% | 22.82%+2.3pp | 23.93%+1.2pp | 35.66%-10.5pp |
| Employer contribution / active EE | $6,041 | $4,015+50.4% | $4,679+29.1% | $2,757+119.1% |
| Participant deferral / active EE | $10,093 | $5,463+84.8% | $6,628+52.3% | $4,299+134.7% |
| Admin fee / account holder | $17,474 | $6,527+167.7% | $9,354+86.8% | $6,924+152.4% |