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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 | $155,642 | $79,955+94.7% | $98,461+58.1% | $75,173+107.0% |
| Participation rate | 89.2% | 70.4%+18.8pp | 75.2%+14.0pp | 67.2%+22.0pp |
| Annual return | 16.25% | 19.75%-3.5pp | 21.17%-4.9pp | 160.72%-144.5pp |
| Employer contribution / active EE | $4,482 | $2,264+97.9% | $3,049+47.0% | $2,671+67.8% |
| Participant deferral / active EE | $9,724 | $3,752+159.1% | $4,738+105.2% | $4,126+135.7% |
| Admin fee / account holder | $11,277 | $6,841+64.8% | $8,961+25.9% | $5,651+99.6% |