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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 | $130,377 | $95,453+36.6% | $112,040+16.4% | $82,448+58.1% |
| Participation rate | 82.5% | 72.8%+9.7pp | 76.5%+6.0pp | 68.1%+14.4pp |
| Annual return | 13.51% | 23.92%-10.4pp | 24.52%-11.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,061 | $2,318+32.1% | $2,954+3.6% | $2,551+20.0% |
| Participant deferral / active EE | $7,215 | $4,224+70.8% | $5,098+41.5% | $4,139+74.3% |
| Admin fee / account holder | $15,961 | $9,013+77.1% | $12,098+31.9% | $7,234+120.6% |