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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 | $153,485 | $86,922+76.6% | $102,438+49.8% | $80,874+89.8% |
| Participation rate | 92.6% | 72.4%+20.2pp | 76.5%+16.1pp | 67.6%+24.9pp |
| Annual return | 13.30% | 18.90%-5.6pp | 29.37%-16.1pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,784 | $2,369-24.7% | $3,024-41.0% | $2,756-35.3% |
| Participant deferral / active EE | $6,685 | $4,119+62.3% | $5,054+32.3% | $4,297+55.6% |
| Admin fee / account holder | $13,700 | $8,050+70.2% | $9,448+45.0% | $6,935+97.5% |