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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 | $141,856 | $86,919+63.2% | $102,457+38.5% | $80,911+75.3% |
| Participation rate | 97.4% | 72.4%+25.1pp | 76.5%+20.9pp | 67.6%+29.8pp |
| Annual return | 15.30% | 18.90%-3.6pp | 29.41%-14.1pp | 35.63%-20.3pp |
| Employer contribution / active EE | $3,091 | $2,368+30.5% | $3,022+2.3% | $2,756+12.2% |
| Participant deferral / active EE | $6,177 | $4,119+49.9% | $5,054+22.2% | $4,297+43.7% |
| Admin fee / account holder | $13,731 | $8,049+70.6% | $9,451+45.3% | $6,935+98.0% |