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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 | $100,194+128.6% | $122,979+86.2% | $86,983+163.3% |
| Participation rate | 79.5% | 73.0%+6.6pp | 77.2%+2.4pp | 69.5%+10.0pp |
| Annual return | 19.78% | 16.47%+3.3pp | 20.12%-0.3pp | 25.83%-6.1pp |
| Employer contribution / active EE | $3,023 | $2,326+30.0% | $3,062-1.3% | $2,584+17.0% |
| Participant deferral / active EE | $5,511 | $4,133+33.3% | $5,003+10.2% | $4,194+31.4% |
| Admin fee / account holder | $29,690 | $10,148+192.6% | $12,864+130.8% | $7,856+277.9% |