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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 | $188,234 | $86,940+116.5% | $102,434+83.8% | $80,935+132.6% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 19.39% | 18.89%+0.5pp | 29.46%-10.1pp | 35.66%-16.3pp |
| Employer contribution / active EE | $6,795 | $2,370+186.8% | $3,023+124.8% | $2,757+146.5% |
| Participant deferral / active EE | $4,395 | $4,121+6.6% | $5,055-13.1% | $4,299+2.2% |
| Admin fee / account holder | $17,267 | $8,047+114.6% | $9,462+82.5% | $6,924+149.4% |