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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 | $176,314 | $72,492+143.2% | $87,104+102.4% | $72,975+141.6% |
| Participation rate | 76.2% | 72.8%+3.4pp | 76.9%-0.7pp | 69.5%+6.7pp |
| Annual return | 19.86% | 24.46%-4.6pp | 28.19%-8.3pp | 81.01%-61.2pp |
| Employer contribution / active EE | $2,102 | $1,894+11.0% | $2,521-16.6% | $2,440-13.8% |
| Participant deferral / active EE | $4,429 | $3,270+35.5% | $4,048+9.4% | $3,608+22.8% |
| Admin fee / account holder | $13,336 | $5,055+163.8% | $7,491+78.0% | $5,124+160.3% |