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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 | $122,976 | $86,922+41.5% | $102,438+20.0% | $80,874+52.1% |
| Participation rate | 91.9% | 72.4%+19.6pp | 76.5%+15.4pp | 67.6%+24.3pp |
| Annual return | 15.18% | 18.90%-3.7pp | 29.37%-14.2pp | 35.62%-20.4pp |
| Employer contribution / active EE | $6,735 | $2,369+184.3% | $3,024+122.8% | $2,756+144.4% |
| Participant deferral / active EE | $15,580 | $4,119+278.3% | $5,054+208.3% | $4,297+262.6% |
| Admin fee / account holder | $15,364 | $8,050+90.9% | $9,448+62.6% | $6,935+121.5% |