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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 | $186,434 | $86,949+114.4% | $102,460+82.0% | $80,959+130.3% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.7%+28.9pp |
| Annual return | 16.12% | 18.89%-2.8pp | 29.47%-13.4pp | 35.67%-19.5pp |
| Employer contribution / active EE | $3,640 | $2,370+53.6% | $3,025+20.3% | $2,757+32.0% |
| Participant deferral / active EE | $10,219 | $4,121+148.0% | $5,056+102.1% | $4,300+137.6% |
| Admin fee / account holder | $1,813 | $8,048-77.5% | $9,460-80.8% | $6,925-73.8% |