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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 | $140,756 | $104,098+35.2% | $140,514+0.2% | $94,015+49.7% |
| Participation rate | 95.3% | 73.7%+21.6pp | 77.8%+17.6pp | 70.8%+24.5pp |
| Annual return | 15.32% | 15.14%+0.2pp | 14.36%+1.0pp | 17.84%-2.5pp |
| Employer contribution / active EE | $2,885 | $2,388+20.8% | $3,378-14.6% | $2,790+3.4% |
| Participant deferral / active EE | $6,299 | $4,033+56.2% | $4,919+28.1% | $4,249+48.2% |
| Admin fee / account holder | $15,798 | $10,439+51.3% | $13,697+15.3% | $8,951+76.5% |