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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 | $232,063 | $100,194+131.6% | $122,979+88.7% | $86,983+166.8% |
| Participation rate | 85.5% | 73.0%+12.5pp | 77.2%+8.3pp | 69.5%+16.0pp |
| Annual return | 14.31% | 16.47%-2.2pp | 20.12%-5.8pp | 25.83%-11.5pp |
| Employer contribution / active EE | $3,958 | $2,326+70.2% | $3,062+29.2% | $2,584+53.1% |
| Participant deferral / active EE | $4,769 | $4,133+15.4% | $5,003-4.7% | $4,194+13.7% |
| Admin fee / account holder | $19,086 | $10,148+88.1% | $12,864+48.4% | $7,856+143.0% |