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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 | $138,602 | $63,949+116.7% | $129,031+7.4% | $94,015+47.4% |
| Participation rate | 89.2% | 63.4%+25.8pp | 73.4%+15.8pp | 70.8%+18.4pp |
| Annual return | 18.10% | 17.56%+0.5pp | 34.67%-16.6pp | 17.84%+0.3pp |
| Employer contribution / active EE | $3,588 | $1,865+92.4% | $3,226+11.2% | $2,790+28.6% |
| Participant deferral / active EE | $7,352 | $3,686+99.5% | $5,217+40.9% | $4,249+73.0% |
| Admin fee / account holder | $13,681 | $5,523+147.7% | $13,208+3.6% | $8,951+52.8% |