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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 | $143,812 | $95,404+50.7% | $113,397+26.8% | $82,637+74.0% |
| Participation rate | 82.2% | 72.8%+9.4pp | 76.5%+5.7pp | 68.1%+14.2pp |
| Annual return | 15.33% | 19.08%-3.8pp | 23.20%-7.9pp | 53.51%-38.2pp |
| Employer contribution / active EE | $3,050 | $2,307+32.2% | $2,977+2.4% | $2,552+19.5% |
| Participant deferral / active EE | $8,147 | $4,220+93.1% | $5,076+60.5% | $4,126+97.4% |
| Admin fee / account holder | $24,619 | $9,168+168.5% | $11,957+105.9% | $7,339+235.5% |