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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 | $149,786 | $86,949+72.3% | $102,460+46.2% | $80,959+85.0% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 12.54% | 18.89%-6.4pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $3,484 | $2,370+47.0% | $3,025+15.2% | $2,757+26.4% |
| Participant deferral / active EE | $10,067 | $4,121+144.3% | $5,056+99.1% | $4,300+134.1% |
| Admin fee / account holder | $26,228 | $8,048+225.9% | $9,460+177.3% | $6,925+278.7% |