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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 | $143,729 | $76,367+88.2% | $93,614+53.5% | $72,983+96.9% |
| Participation rate | 88.4% | 71.7%+16.6pp | 75.8%+12.5pp | 69.5%+18.9pp |
| Annual return | 22.90% | 25.82%-2.9pp | 32.76%-9.9pp | 81.01%-58.1pp |
| Employer contribution / active EE | $1,779 | $2,275-21.8% | $2,718-34.5% | $2,440-27.1% |
| Participant deferral / active EE | $5,245 | $3,538+48.3% | $4,069+28.9% | $3,608+45.4% |
| Admin fee / account holder | $14,807 | $6,838+116.5% | $7,889+87.7% | $5,124+189.0% |