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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 | $86,938+129.8% | $102,423+95.0% | $80,925+146.8% |
| Participation rate | 82.8% | 72.4%+10.4pp | 76.5%+6.3pp | 67.7%+15.2pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.42%-14.4pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,966 | $2,369+67.4% | $3,023+31.2% | $2,756+43.9% |
| Participant deferral / active EE | $6,508 | $4,120+57.9% | $5,054+28.8% | $4,299+51.4% |
| Admin fee / account holder | $31,429 | $8,053+290.3% | $9,455+232.4% | $6,940+352.9% |