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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 | $95,453+139.9% | $112,040+104.4% | $82,448+177.8% |
| Participation rate | 79.5% | 72.8%+6.8pp | 76.5%+3.1pp | 68.1%+11.5pp |
| Annual return | 19.78% | 23.92%-4.1pp | 24.52%-4.7pp | 41.64%-21.9pp |
| Employer contribution / active EE | $3,023 | $2,318+30.4% | $2,954+2.3% | $2,551+18.5% |
| Participant deferral / active EE | $5,511 | $4,224+30.5% | $5,098+8.1% | $4,139+33.1% |
| Admin fee / account holder | $29,690 | $9,013+229.4% | $12,098+145.4% | $7,234+310.4% |