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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 | $111,982 | $73,787+51.8% | $98,716+13.4% | $82,448+35.8% |
| Participation rate | 88.7% | 61.4%+27.3pp | 69.3%+19.4pp | 68.1%+20.6pp |
| Annual return | 24.66% | 18.57%+6.1pp | 31.81%-7.2pp | 41.64%-17.0pp |
| Employer contribution / active EE | $2,736 | $1,511+81.1% | $2,279+20.1% | $2,551+7.3% |
| Participant deferral / active EE | $4,298 | $3,081+39.5% | $4,048+6.2% | $4,139+3.8% |
| Admin fee / account holder | $9,809 | $6,500+50.9% | $8,703+12.7% | $7,234+35.6% |