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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 | $165,385 | $109,620+50.9% | $148,496+11.4% | $94,015+75.9% |
| Participation rate | 96.7% | 71.3%+25.4pp | 76.0%+20.6pp | 70.8%+25.8pp |
| Annual return | 14.78% | 17.54%-2.8pp | 12.33%+2.4pp | 17.84%-3.1pp |
| Employer contribution / active EE | $3,220 | $2,618+23.0% | $3,497-7.9% | $2,790+15.4% |
| Participant deferral / active EE | $8,579 | $3,831+123.9% | $4,808+78.4% | $4,249+101.9% |
| Admin fee / account holder | $2,437 | $10,050-75.8% | $19,547-87.5% | $8,951-72.8% |