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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 | $86,919+150.2% | $102,457+112.2% | $80,911+168.7% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 19.95% | 18.90%+1.1pp | 29.41%-9.5pp | 35.63%-15.7pp |
| Employer contribution / active EE | $3,040 | $2,368+28.4% | $3,022+0.6% | $2,756+10.3% |
| Participant deferral / active EE | $10,832 | $4,119+163.0% | $5,054+114.3% | $4,297+152.1% |
| Admin fee / account holder | $9,362 | $8,049+16.3% | $9,451-0.9% | $6,935+35.0% |