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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 | $217,434 | $86,949+150.1% | $102,460+112.2% | $80,959+168.6% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.7%+24.3pp |
| Annual return | 19.95% | 18.89%+1.1pp | 29.47%-9.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $3,040 | $2,370+28.3% | $3,025+0.5% | $2,757+10.3% |
| Participant deferral / active EE | $10,832 | $4,121+162.8% | $5,056+114.2% | $4,300+151.9% |
| Admin fee / account holder | $9,362 | $8,048+16.3% | $9,460-1.0% | $6,925+35.2% |