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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 | $126,843 | $81,476+55.7% | $102,383+23.9% | $80,925+56.7% |
| Participation rate | 87.1% | 66.8%+20.3pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 15.00% | 25.59%-10.6pp | 24.94%-9.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $3,802 | $3,105+22.5% | $3,870-1.8% | $2,756+37.9% |
| Participant deferral / active EE | $10,971 | $3,871+183.4% | $5,060+116.8% | $4,299+155.2% |
| Admin fee / account holder | $10,647 | $6,717+58.5% | $8,391+26.9% | $6,940+53.4% |