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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 | $125,432 | $86,940+44.3% | $102,434+22.5% | $80,935+55.0% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 12.65% | 18.89%-6.2pp | 29.46%-16.8pp | 35.66%-23.0pp |
| Employer contribution / active EE | $3,409 | $2,370+43.9% | $3,023+12.8% | $2,757+23.7% |
| Participant deferral / active EE | $6,680 | $4,121+62.1% | $5,055+32.1% | $4,299+55.4% |
| Admin fee / account holder | $12,444 | $8,047+54.6% | $9,462+31.5% | $6,924+79.7% |