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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 | $86,938+69.2% | $102,423+43.6% | $80,925+81.8% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 11.94% | 18.89%-6.9pp | 29.42%-17.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $6,881 | $2,369+190.4% | $3,023+127.6% | $2,756+149.6% |
| Participant deferral / active EE | $5,941 | $4,120+44.2% | $5,054+17.5% | $4,299+38.2% |
| Admin fee / account holder | $12,777 | $8,053+58.7% | $9,455+35.1% | $6,940+84.1% |