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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 | $180,201 | $97,550+84.7% | $120,344+49.7% | $87,485+106.0% |
| Participation rate | 92.0% | 72.8%+19.2pp | 76.7%+15.3pp | 68.9%+23.1pp |
| Annual return | 19.28% | 18.41%+0.9pp | 20.30%-1.0pp | 26.06%-6.8pp |
| Employer contribution / active EE | $2,537 | $2,291+10.7% | $3,020-16.0% | $2,596-2.3% |
| Participant deferral / active EE | $7,276 | $4,230+72.0% | $5,135+41.7% | $4,274+70.3% |
| Admin fee / account holder | $6,624 | $9,543-30.6% | $12,742-48.0% | $7,775-14.8% |