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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 | $155,472 | $86,938+78.8% | $102,423+51.8% | $80,925+92.1% |
| Participation rate | 85.3% | 72.4%+13.0pp | 76.5%+8.8pp | 67.7%+17.7pp |
| Annual return | 17.45% | 18.89%-1.4pp | 29.42%-12.0pp | 35.65%-18.2pp |
| Employer contribution / active EE | $3,580 | $2,369+51.1% | $3,023+18.4% | $2,756+29.9% |
| Participant deferral / active EE | $7,634 | $4,120+85.3% | $5,054+51.0% | $4,299+77.6% |
| Admin fee / account holder | $3,588 | $8,053-55.4% | $9,455-62.0% | $6,940-48.3% |