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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 | $147,110 | $86,949+69.2% | $102,460+43.6% | $80,959+81.7% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 11.94% | 18.89%-7.0pp | 29.47%-17.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $6,881 | $2,370+190.4% | $3,025+127.4% | $2,757+149.6% |
| Participant deferral / active EE | $5,941 | $4,121+44.2% | $5,056+17.5% | $4,300+38.2% |
| Admin fee / account holder | $12,777 | $8,048+58.8% | $9,460+35.1% | $6,925+84.5% |