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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 | $197,176 | $81,504+141.9% | $102,437+92.5% | $80,959+143.6% |
| Participation rate | 89.3% | 66.9%+22.4pp | 74.5%+14.8pp | 67.7%+21.6pp |
| Annual return | 29.32% | 25.60%+3.7pp | 24.95%+4.4pp | 35.67%-6.3pp |
| Employer contribution / active EE | $3,495 | $3,104+12.6% | $3,871-9.7% | $2,757+26.8% |
| Participant deferral / active EE | $7,150 | $3,871+84.7% | $5,060+41.3% | $4,300+66.3% |
| Admin fee / account holder | $2,301 | $6,719-65.8% | $8,388-72.6% | $6,925-66.8% |