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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 | $233,016 | $138,385+68.4% | $184,200+26.5% | $80,874+188.1% |
| Participation rate | 92.2% | 83.9%+8.3pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 17.46% | 20.02%-2.6pp | 28.80%-11.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $2,252 | $4,849-53.6% | $6,424-64.9% | $2,756-18.3% |
| Participant deferral / active EE | $24,501 | $7,073+246.4% | $9,132+168.3% | $4,297+470.2% |
| Admin fee / account holder | $15,680 | $10,483+49.6% | $13,907+12.7% | $6,935+126.1% |