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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 | $109,294 | $57,828+89.0% | $117,039-6.6% | $70,124+55.9% |
| Participation rate | 92.0% | 67.1%+24.8pp | 77.2%+14.8pp | 69.5%+22.4pp |
| Annual return | 17.10% | 17.55%-0.4pp | 18.95%-1.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $3,830 | $1,816+110.9% | $3,785+1.2% | $2,342+63.5% |
| Participant deferral / active EE | $6,560 | $2,438+169.1% | $3,929+66.9% | $3,332+96.9% |
| Admin fee / account holder | $5,452 | $3,548+53.7% | $5,974-8.7% | $4,645+17.4% |