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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 | $213,935 | $86,949+146.0% | $102,460+108.8% | $80,959+164.3% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 20.06% | 18.89%+1.2pp | 29.47%-9.4pp | 35.67%-15.6pp |
| Employer contribution / active EE | $3,399 | $2,370+43.4% | $3,025+12.4% | $2,757+23.3% |
| Participant deferral / active EE | $6,730 | $4,121+63.3% | $5,056+33.1% | $4,300+56.5% |
| Admin fee / account holder | $11,833 | $8,048+47.0% | $9,460+25.1% | $6,925+70.9% |