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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 | $244,950 | $86,938+181.8% | $102,423+139.2% | $80,925+202.7% |
| Participation rate | 92.4% | 72.4%+20.0pp | 76.5%+15.9pp | 67.7%+24.7pp |
| Annual return | 17.33% | 18.89%-1.6pp | 29.42%-12.1pp | 35.65%-18.3pp |
| Employer contribution / active EE | $6,304 | $2,369+166.1% | $3,023+108.5% | $2,756+128.7% |
| Participant deferral / active EE | $7,064 | $4,120+71.4% | $5,054+39.8% | $4,299+64.3% |
| Admin fee / account holder | $28,612 | $8,053+255.3% | $9,455+202.6% | $6,940+312.3% |