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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 | $115,972 | $63,773+81.9% | $81,286+42.7% | $80,925+43.3% |
| Participation rate | 98.5% | 63.9%+34.5pp | 69.5%+28.9pp | 67.7%+30.8pp |
| Annual return | 14.07% | 16.37%-2.3pp | 24.80%-10.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $2,969 | $1,979+50.0% | $2,463+20.6% | $2,756+7.7% |
| Participant deferral / active EE | $6,284 | $3,093+103.2% | $3,883+61.8% | $4,299+46.2% |
| Admin fee / account holder | $9,829 | $5,682+73.0% | $5,764+70.5% | $6,940+41.6% |