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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 | $145,234 | $81,476+78.3% | $102,383+41.9% | $80,925+79.5% |
| Participation rate | 95.1% | 66.8%+28.2pp | 74.5%+20.6pp | 67.7%+27.4pp |
| Annual return | 10.91% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $4,475 | $3,105+44.1% | $3,870+15.6% | $2,756+62.3% |
| Participant deferral / active EE | $4,923 | $3,871+27.2% | $5,060-2.7% | $4,299+14.5% |
| Admin fee / account holder | $9,187 | $6,717+36.8% | $8,391+9.5% | $6,940+32.4% |