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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 | $86,949+78.3% | $102,460+51.3% | $80,959+91.5% |
| Participation rate | 94.6% | 72.4%+22.2pp | 76.5%+18.1pp | 67.7%+26.9pp |
| Annual return | 14.11% | 18.89%-4.8pp | 29.47%-15.4pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,541 | $2,370+91.6% | $3,025+50.1% | $2,757+64.7% |
| Participant deferral / active EE | $9,214 | $4,121+123.6% | $5,056+82.2% | $4,300+114.3% |
| Admin fee / account holder | $16,474 | $8,048+104.7% | $9,460+74.1% | $6,925+137.9% |