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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 | $227,739 | $86,940+161.9% | $102,434+122.3% | $80,935+181.4% |
| Participation rate | 86.7% | 72.4%+14.3pp | 76.5%+10.2pp | 67.7%+19.0pp |
| Annual return | 10.92% | 18.89%-8.0pp | 29.46%-18.5pp | 35.66%-24.7pp |
| Employer contribution / active EE | $4,845 | $2,370+104.4% | $3,023+60.3% | $2,757+75.7% |
| Participant deferral / active EE | $8,374 | $4,121+103.2% | $5,055+65.7% | $4,299+94.8% |
| Admin fee / account holder | $9,710 | $8,047+20.7% | $9,462+2.6% | $6,924+40.2% |