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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 | $89,532+74.2% | $103,431+50.8% | $80,911+92.8% |
| Participation rate | 76.9% | 76.0%+0.9pp | 80.5%-3.6pp | 67.6%+9.3pp |
| Annual return | 25.15% | 22.80%+2.4pp | 23.92%+1.2pp | 35.63%-10.5pp |
| Employer contribution / active EE | $6,041 | $4,023+50.1% | $4,678+29.1% | $2,756+119.2% |
| Participant deferral / active EE | $10,093 | $5,459+84.9% | $6,625+52.3% | $4,297+134.9% |
| Admin fee / account holder | $17,474 | $6,774+158.0% | $9,412+85.7% | $6,935+152.0% |