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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 | $199,742 | $86,949+129.7% | $102,460+94.9% | $80,959+146.7% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.1pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.47%-14.5pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,966 | $2,370+67.4% | $3,025+31.1% | $2,757+43.9% |
| Participant deferral / active EE | $6,508 | $4,121+57.9% | $5,056+28.7% | $4,300+51.3% |
| Admin fee / account holder | $31,429 | $8,048+290.5% | $9,460+232.2% | $6,925+353.8% |