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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 | $63,845+81.6% | $81,370+42.5% | $80,959+43.2% |
| Participation rate | 98.5% | 63.9%+34.6pp | 69.5%+28.9pp | 67.7%+30.8pp |
| Annual return | 14.07% | 16.37%-2.3pp | 24.85%-10.8pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,969 | $1,980+50.0% | $2,464+20.5% | $2,757+7.7% |
| Participant deferral / active EE | $6,284 | $3,093+103.2% | $3,885+61.8% | $4,300+46.1% |
| Admin fee / account holder | $9,829 | $5,688+72.8% | $5,749+71.0% | $6,925+41.9% |