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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 | $86,922+92.6% | $102,438+63.4% | $80,874+107.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 16.01% | 18.90%-2.9pp | 29.37%-13.4pp | 35.62%-19.6pp |
| Employer contribution / active EE | $7,601 | $2,369+220.8% | $3,024+151.4% | $2,756+175.8% |
| Participant deferral / active EE | $5,907 | $4,119+43.4% | $5,054+16.9% | $4,297+37.5% |
| Admin fee / account holder | $45,701 | $8,050+467.7% | $9,448+383.7% | $6,935+559.0% |