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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 | $198,958 | $72,486+174.5% | $87,103+128.4% | $72,976+172.6% |
| Participation rate | 82.1% | 72.8%+9.3pp | 76.9%+5.3pp | 69.5%+12.7pp |
| Annual return | 28.47% | 24.46%+4.0pp | 28.19%+0.3pp | 81.02%-52.5pp |
| Employer contribution / active EE | $3,304 | $1,894+74.5% | $2,521+31.1% | $2,440+35.4% |
| Participant deferral / active EE | $5,362 | $3,270+64.0% | $4,049+32.4% | $3,608+48.6% |
| Admin fee / account holder | $6,285 | $5,055+24.3% | $7,491-16.1% | $5,124+22.7% |