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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 | $229,011 | $97,550+134.8% | $120,344+90.3% | $87,485+161.8% |
| Participation rate | 79.5% | 72.8%+6.7pp | 76.7%+2.8pp | 68.9%+10.6pp |
| Annual return | 19.78% | 18.41%+1.4pp | 20.30%-0.5pp | 26.06%-6.3pp |
| Employer contribution / active EE | $3,023 | $2,291+32.0% | $3,020+0.1% | $2,596+16.4% |
| Participant deferral / active EE | $5,511 | $4,230+30.3% | $5,135+7.3% | $4,274+29.0% |
| Admin fee / account holder | $29,690 | $9,543+211.1% | $12,742+133.0% | $7,775+281.9% |