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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 | $213,891 | $86,940+146.0% | $102,434+108.8% | $80,935+164.3% |
| Participation rate | 83.7% | 72.4%+11.3pp | 76.5%+7.2pp | 67.7%+16.0pp |
| Annual return | 20.15% | 18.89%+1.3pp | 29.46%-9.3pp | 35.66%-15.5pp |
| Employer contribution / active EE | $4,113 | $2,370+73.6% | $3,023+36.1% | $2,757+49.2% |
| Participant deferral / active EE | $6,405 | $4,121+55.4% | $5,055+26.7% | $4,299+49.0% |
| Admin fee / account holder | $11,422 | $8,047+41.9% | $9,462+20.7% | $6,924+64.9% |