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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 | $126,204 | $86,949+45.1% | $102,460+23.2% | $80,959+55.9% |
| Participation rate | 97.6% | 72.4%+25.3pp | 76.5%+21.1pp | 67.7%+30.0pp |
| Annual return | 14.54% | 18.89%-4.4pp | 29.47%-14.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $3,947 | $2,370+66.6% | $3,025+30.5% | $2,757+43.2% |
| Participant deferral / active EE | $8,187 | $4,121+98.7% | $5,056+61.9% | $4,300+90.4% |
| Admin fee / account holder | $13,031 | $8,048+61.9% | $9,460+37.7% | $6,925+88.2% |