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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 | $100,194+40.5% | $122,979+14.5% | $86,983+61.8% |
| Participation rate | 95.3% | 73.0%+22.4pp | 77.2%+18.2pp | 69.5%+25.8pp |
| Annual return | 15.32% | 16.47%-1.2pp | 20.12%-4.8pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,885 | $2,326+24.1% | $3,062-5.8% | $2,584+11.6% |
| Participant deferral / active EE | $6,299 | $4,133+52.4% | $5,003+25.9% | $4,194+50.2% |
| Admin fee / account holder | $15,798 | $10,148+55.7% | $12,864+22.8% | $7,856+101.1% |