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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 | $155,028 | $86,922+78.4% | $102,438+51.3% | $80,874+91.7% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.6%+26.9pp |
| Annual return | 14.11% | 18.90%-4.8pp | 29.37%-15.3pp | 35.62%-21.5pp |
| Employer contribution / active EE | $4,541 | $2,369+91.6% | $3,024+50.2% | $2,756+64.8% |
| Participant deferral / active EE | $9,214 | $4,119+123.7% | $5,054+82.3% | $4,297+114.4% |
| Admin fee / account holder | $16,474 | $8,050+104.6% | $9,448+74.4% | $6,935+137.5% |