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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 | $130,138 | $86,940+49.7% | $102,434+27.0% | $80,935+60.8% |
| Participation rate | 85.2% | 72.4%+12.9pp | 76.5%+8.7pp | 67.7%+17.6pp |
| Annual return | 13.11% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $5,881 | $2,370+148.2% | $3,023+94.5% | $2,757+113.3% |
| Participant deferral / active EE | $11,460 | $4,121+178.1% | $5,055+126.7% | $4,299+166.5% |
| Admin fee / account holder | $9,546 | $8,047+18.6% | $9,462+0.9% | $6,924+37.9% |