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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 | $191,311 | $101,752+88.0% | $164,928+16.0% | $80,911+136.4% |
| Participation rate | 90.7% | 71.8%+18.9pp | 78.6%+12.1pp | 67.6%+23.0pp |
| Annual return | 17.60% | 16.73%+0.9pp | 70.08%-52.5pp | 35.63%-18.0pp |
| Employer contribution / active EE | $3,059 | $2,953+3.6% | $4,343-29.6% | $2,756+11.0% |
| Participant deferral / active EE | $5,470 | $4,477+22.2% | $6,034-9.3% | $4,297+27.3% |
| Admin fee / account holder | $10,837 | $8,218+31.9% | $12,684-14.6% | $6,935+56.3% |