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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 | $86,938+72.3% | $102,423+46.2% | $80,925+85.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 12.54% | 18.89%-6.3pp | 29.42%-16.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $3,484 | $2,369+47.1% | $3,023+15.3% | $2,756+26.4% |
| Participant deferral / active EE | $10,067 | $4,120+144.3% | $5,054+99.2% | $4,299+134.2% |
| Admin fee / account holder | $26,228 | $8,053+225.7% | $9,455+177.4% | $6,940+277.9% |