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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 | $86,938+49.7% | $102,423+27.1% | $80,925+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 | 29.42%-16.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $5,881 | $2,369+148.2% | $3,023+94.6% | $2,756+113.4% |
| Participant deferral / active EE | $11,460 | $4,120+178.1% | $5,054+126.7% | $4,299+166.6% |
| Admin fee / account holder | $9,546 | $8,053+18.5% | $9,455+1.0% | $6,940+37.5% |