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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 | $114,707 | $86,938+31.9% | $102,423+12.0% | $80,925+41.7% |
| Participation rate | 96.8% | 72.4%+24.4pp | 76.5%+20.3pp | 67.7%+29.1pp |
| Annual return | 14.58% | 18.89%-4.3pp | 29.42%-14.8pp | 35.65%-21.1pp |
| Employer contribution / active EE | $3,143 | $2,369+32.7% | $3,023+4.0% | $2,756+14.0% |
| Participant deferral / active EE | $11,305 | $4,120+174.4% | $5,054+123.7% | $4,299+163.0% |
| Admin fee / account holder | $10,436 | $8,053+29.6% | $9,455+10.4% | $6,940+50.4% |