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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 | $121,215 | $86,949+39.4% | $102,460+18.3% | $80,959+49.7% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 13.57% | 18.89%-5.3pp | 29.47%-15.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,003 | $2,370+26.7% | $3,025-0.7% | $2,757+8.9% |
| Participant deferral / active EE | $9,543 | $4,121+131.6% | $5,056+88.7% | $4,300+121.9% |
| Admin fee / account holder | $13,523 | $8,048+68.0% | $9,460+42.9% | $6,925+95.3% |