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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 | $182,904 | $95,453+91.6% | $112,040+63.2% | $82,448+121.8% |
| Participation rate | 70.3% | 72.8%-2.5pp | 76.5%-6.2pp | 68.1%+2.2pp |
| Annual return | 25.39% | 23.92%+1.5pp | 24.52%+0.9pp | 41.64%-16.3pp |
| Employer contribution / active EE | $3,792 | $2,318+63.6% | $2,954+28.4% | $2,551+48.6% |
| Participant deferral / active EE | $8,294 | $4,224+96.4% | $5,098+62.7% | $4,139+100.4% |
| Admin fee / account holder | $14,082 | $9,013+56.2% | $12,098+16.4% | $7,234+94.7% |