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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 | $124,324 | $76,371+62.8% | $93,621+32.8% | $72,976+70.4% |
| Participation rate | 79.2% | 71.8%+7.4pp | 75.8%+3.3pp | 69.5%+9.7pp |
| Annual return | 23.42% | 25.82%-2.4pp | 32.76%-9.3pp | 81.02%-57.6pp |
| Employer contribution / active EE | $3,069 | $2,276+34.8% | $2,719+12.9% | $2,440+25.8% |
| Participant deferral / active EE | $7,011 | $3,538+98.1% | $4,070+72.3% | $3,608+94.3% |
| Admin fee / account holder | $22,128 | $6,839+223.5% | $7,890+180.5% | $5,124+331.8% |