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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 | $218,883 | $86,922+151.8% | $102,438+113.7% | $80,874+170.6% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.6%+15.1pp |
| Annual return | 19.27% | 18.90%+0.4pp | 29.37%-10.1pp | 35.62%-16.3pp |
| Employer contribution / active EE | $3,695 | $2,369+55.9% | $3,024+22.2% | $2,756+34.1% |
| Participant deferral / active EE | $3,338 | $4,119-19.0% | $5,054-34.0% | $4,297-22.3% |
| Admin fee / account holder | $14,750 | $8,050+83.2% | $9,448+56.1% | $6,935+112.7% |