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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 | $81,476+62.5% | $102,383+29.3% | $80,925+63.6% |
| Participation rate | 91.8% | 66.8%+25.0pp | 74.5%+17.3pp | 67.7%+24.1pp |
| Annual return | 13.34% | 25.59%-12.2pp | 24.94%-11.6pp | 35.65%-22.3pp |
| Employer contribution / active EE | $4,965 | $3,105+59.9% | $3,870+28.3% | $2,756+80.1% |
| Participant deferral / active EE | $6,676 | $3,871+72.5% | $5,060+31.9% | $4,299+55.3% |
| Admin fee / account holder | $9,046 | $6,717+34.7% | $8,391+7.8% | $6,940+30.3% |