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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 | $184,900 | $95,404+93.8% | $113,397+63.1% | $82,637+123.7% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.5%+7.6pp | 68.1%+16.0pp |
| Annual return | 17.64% | 19.08%-1.4pp | 23.20%-5.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $8,308 | $2,307+260.2% | $2,977+179.0% | $2,552+225.5% |
| Participant deferral / active EE | $9,254 | $4,220+119.3% | $5,076+82.3% | $4,126+124.3% |
| Admin fee / account holder | $5,841 | $9,168-36.3% | $11,957-51.2% | $7,339-20.4% |