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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 | $162,564 | $86,922+87.0% | $102,438+58.7% | $80,874+101.0% |
| Participation rate | 93.5% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+25.9pp |
| Annual return | 15.44% | 18.90%-3.5pp | 29.37%-13.9pp | 35.62%-20.2pp |
| Employer contribution / active EE | $6,565 | $2,369+177.1% | $3,024+117.1% | $2,756+138.3% |
| Participant deferral / active EE | $2,361 | $4,119-42.7% | $5,054-53.3% | $4,297-45.1% |
| Admin fee / account holder | $12,487 | $8,050+55.1% | $9,448+32.2% | $6,935+80.1% |