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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 | $132,368 | $81,504+62.4% | $102,437+29.2% | $80,959+63.5% |
| Participation rate | 91.8% | 66.9%+25.0pp | 74.5%+17.3pp | 67.7%+24.1pp |
| Annual return | 13.34% | 25.60%-12.3pp | 24.95%-11.6pp | 35.67%-22.3pp |
| Employer contribution / active EE | $4,965 | $3,104+60.0% | $3,871+28.3% | $2,757+80.1% |
| Participant deferral / active EE | $6,676 | $3,871+72.5% | $5,060+31.9% | $4,300+55.2% |
| Admin fee / account holder | $9,046 | $6,719+34.6% | $8,388+7.8% | $6,925+30.6% |