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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 | $143,350 | $86,938+64.9% | $102,423+40.0% | $80,925+77.1% |
| Participation rate | 86.5% | 72.4%+14.1pp | 76.5%+10.0pp | 67.7%+18.8pp |
| Annual return | 10.60% | 18.89%-8.3pp | 29.42%-18.8pp | 35.65%-25.0pp |
| Employer contribution / active EE | $4,260 | $2,369+79.8% | $3,023+40.9% | $2,756+54.6% |
| Participant deferral / active EE | $9,864 | $4,120+139.4% | $5,054+95.2% | $4,299+129.5% |
| Admin fee / account holder | $11,658 | $8,053+44.8% | $9,455+23.3% | $6,940+68.0% |