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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 | $224,391 | $87,834+155.5% | $133,975+67.5% | $62,881+256.9% |
| Participation rate | 85.2% | 83.4%+1.8pp | 87.1%-1.9pp | 69.3%+15.9pp |
| Annual return | 9.34% | 12.05%-2.7pp | 29.29%-20.0pp | 20.14%-10.8pp |
| Employer contribution / active EE | $4,002 | $3,482+14.9% | $5,211-23.2% | $2,281+75.4% |
| Participant deferral / active EE | $15,859 | $4,812+229.6% | $6,282+152.5% | $3,203+395.1% |
| Admin fee / account holder | $6,571 | $5,372+22.3% | $9,324-29.5% | $4,296+53.0% |