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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 | $185,810 | $106,749+74.1% | $145,433+27.8% | $82,448+125.4% |
| Participation rate | 90.2% | 75.6%+14.6pp | 82.1%+8.1pp | 68.1%+22.2pp |
| Annual return | 16.89% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,723 | $3,444-20.9% | $4,554-40.2% | $2,551+6.8% |
| Participant deferral / active EE | $9,394 | $6,519+44.1% | $7,897+18.9% | $4,139+126.9% |
| Admin fee / account holder | $14,654 | $8,390+74.7% | $13,129+11.6% | $7,234+102.6% |