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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 | $187,437 | $100,194+87.1% | $122,979+52.4% | $86,983+115.5% |
| Participation rate | 83.3% | 73.0%+10.4pp | 77.2%+6.1pp | 69.5%+13.8pp |
| Annual return | 15.32% | 16.47%-1.2pp | 20.12%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,873 | $2,326+23.5% | $3,062-6.2% | $2,584+11.2% |
| Participant deferral / active EE | $7,608 | $4,133+84.1% | $5,003+52.1% | $4,194+81.4% |
| Admin fee / account holder | $18,499 | $10,148+82.3% | $12,864+43.8% | $7,856+135.5% |