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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 | $183,111 | $81,504+124.7% | $102,437+78.8% | $80,959+126.2% |
| Participation rate | 95.2% | 66.9%+28.4pp | 74.5%+20.7pp | 67.7%+27.6pp |
| Annual return | 15.50% | 25.60%-10.1pp | 24.95%-9.5pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,383 | $3,104+41.2% | $3,871+13.2% | $2,757+59.0% |
| Participant deferral / active EE | $5,850 | $3,871+51.1% | $5,060+15.6% | $4,300+36.0% |
| Admin fee / account holder | $16,138 | $6,719+140.2% | $8,388+92.4% | $6,925+133.0% |