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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 | $145,751 | $86,940+67.6% | $102,434+42.3% | $80,935+80.1% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.46%-14.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,931 | $2,370+65.9% | $3,023+30.0% | $2,757+42.6% |
| Participant deferral / active EE | $10,724 | $4,121+160.2% | $5,055+112.2% | $4,299+149.4% |
| Admin fee / account holder | $36,246 | $8,047+350.4% | $9,462+283.1% | $6,924+423.5% |