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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 | $116,467 | $83,073+40.2% | $88,457+31.7% | $87,485+33.1% |
| Participation rate | 88.9% | 71.3%+17.6pp | 78.6%+10.3pp | 68.9%+20.0pp |
| Annual return | 16.30% | 15.48%+0.8pp | 32.69%-16.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $9,630 | $4,044+138.1% | $4,681+105.7% | $2,596+270.9% |
| Participant deferral / active EE | $8,558 | $4,389+95.0% | $5,667+51.0% | $4,274+100.3% |
| Admin fee / account holder | $12,426 | $7,192+72.8% | $9,606+29.4% | $7,775+59.8% |