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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 | $86,938+39.4% | $102,423+18.3% | $80,925+49.8% |
| Participation rate | 96.4% | 72.4%+24.0pp | 76.5%+19.9pp | 67.7%+28.8pp |
| Annual return | 13.57% | 18.89%-5.3pp | 29.42%-15.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,003 | $2,369+26.7% | $3,023-0.7% | $2,756+8.9% |
| Participant deferral / active EE | $9,543 | $4,120+131.6% | $5,054+88.8% | $4,299+122.0% |
| Admin fee / account holder | $13,523 | $8,053+67.9% | $9,455+43.0% | $6,940+94.9% |