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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 | $201,975 | $86,922+132.4% | $102,438+97.2% | $80,874+149.7% |
| Participation rate | 84.8% | 72.4%+12.5pp | 76.5%+8.4pp | 67.6%+17.2pp |
| Annual return | 13.51% | 18.90%-5.4pp | 29.37%-15.9pp | 35.62%-22.1pp |
| Employer contribution / active EE | $5,996 | $2,369+153.1% | $3,024+98.3% | $2,756+117.6% |
| Participant deferral / active EE | $8,453 | $4,119+105.2% | $5,054+67.3% | $4,297+96.7% |
| Admin fee / account holder | $7,194 | $8,050-10.6% | $9,448-23.8% | $6,935+3.7% |