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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 | $183,671 | $76,551+139.9% | $123,894+48.2% | $62,881+192.1% |
| Participation rate | 93.5% | 73.0%+20.6pp | 81.4%+12.1pp | 69.3%+24.2pp |
| Annual return | 15.84% | 18.68%-2.8pp | 47.52%-31.7pp | 20.14%-4.3pp |
| Employer contribution / active EE | $4,265 | $2,882+48.0% | $4,617-7.6% | $2,281+87.0% |
| Participant deferral / active EE | $6,774 | $4,840+40.0% | $5,984+13.2% | $3,203+111.5% |
| Admin fee / account holder | $30,679 | $4,826+535.7% | $8,357+267.1% | $4,296+614.2% |