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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 | $86,938+59.9% | $102,423+35.7% | $80,925+71.8% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 12.85% | 18.89%-6.0pp | 29.42%-16.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $3,344 | $2,369+41.1% | $3,023+10.6% | $2,756+21.3% |
| Participant deferral / active EE | $6,737 | $4,120+63.5% | $5,054+33.3% | $4,299+56.7% |
| Admin fee / account holder | $15,298 | $8,053+90.0% | $9,455+61.8% | $6,940+120.4% |