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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 | $167,425 | $86,938+92.6% | $102,423+63.5% | $80,925+106.9% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.7%+7.3pp |
| Annual return | 16.01% | 18.89%-2.9pp | 29.42%-13.4pp | 35.65%-19.6pp |
| Employer contribution / active EE | $7,601 | $2,369+220.8% | $3,023+151.4% | $2,756+175.8% |
| Participant deferral / active EE | $5,907 | $4,120+43.4% | $5,054+16.9% | $4,299+37.4% |
| Admin fee / account holder | $45,701 | $8,053+467.5% | $9,455+383.4% | $6,940+558.5% |