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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 | $138,992 | $86,949+59.9% | $102,460+35.7% | $80,959+71.7% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 12.85% | 18.89%-6.0pp | 29.47%-16.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $3,344 | $2,370+41.1% | $3,025+10.5% | $2,757+21.3% |
| Participant deferral / active EE | $6,737 | $4,121+63.5% | $5,056+33.2% | $4,300+56.7% |
| Admin fee / account holder | $15,298 | $8,048+90.1% | $9,460+61.7% | $6,925+120.9% |