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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 | $86,949+151.7% | $102,460+113.6% | $80,959+170.4% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.2pp | 67.7%+15.1pp |
| Annual return | 19.27% | 18.89%+0.4pp | 29.47%-10.2pp | 35.67%-16.4pp |
| Employer contribution / active EE | $3,695 | $2,370+55.9% | $3,025+22.1% | $2,757+34.0% |
| Participant deferral / active EE | $3,338 | $4,121-19.0% | $5,056-34.0% | $4,300-22.4% |
| Admin fee / account holder | $14,750 | $8,048+83.3% | $9,460+55.9% | $6,925+113.0% |