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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 | $86,919+114.5% | $102,457+82.0% | $80,911+130.4% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.1pp | 67.6%+29.0pp |
| Annual return | 16.12% | 18.90%-2.8pp | 29.41%-13.3pp | 35.63%-19.5pp |
| Employer contribution / active EE | $3,640 | $2,368+53.7% | $3,022+20.4% | $2,756+32.1% |
| Participant deferral / active EE | $10,219 | $4,119+148.1% | $5,054+102.2% | $4,297+137.8% |
| Admin fee / account holder | $1,813 | $8,049-77.5% | $9,451-80.8% | $6,935-73.9% |