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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 | $138,393+68.4% | $184,256+26.5% | $80,959+187.8% |
| Participation rate | 92.2% | 83.9%+8.3pp | 86.8%+5.4pp | 67.7%+24.5pp |
| Annual return | 17.46% | 20.01%-2.6pp | 28.85%-11.4pp | 35.67%-18.2pp |
| Employer contribution / active EE | $2,252 | $4,847-53.5% | $6,427-65.0% | $2,757-18.3% |
| Participant deferral / active EE | $24,501 | $7,076+246.2% | $9,133+168.3% | $4,300+469.8% |
| Admin fee / account holder | $15,680 | $10,489+49.5% | $13,899+12.8% | $6,925+126.4% |