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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 | $153,432 | $86,940+76.5% | $102,434+49.8% | $80,935+89.6% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.7%+25.0pp |
| Annual return | 28.22% | 18.89%+9.3pp | 29.46%-1.2pp | 35.66%-7.4pp |
| Employer contribution / active EE | $12,066 | $2,370+409.2% | $3,023+299.1% | $2,757+337.7% |
| Participant deferral / active EE | $16,667 | $4,121+304.4% | $5,055+229.7% | $4,299+287.6% |
| Admin fee / account holder | $25,470 | $8,047+216.5% | $9,462+169.2% | $6,924+267.8% |