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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 | $123,364 | $81,487+51.4% | $102,412+20.5% | $80,935+52.4% |
| Participation rate | 95.0% | 66.8%+28.2pp | 74.5%+20.5pp | 67.7%+27.3pp |
| Annual return | 21.38% | 25.60%-4.2pp | 24.94%-3.6pp | 35.66%-14.3pp |
| Employer contribution / active EE | $4,714 | $3,103+51.9% | $3,870+21.8% | $2,757+71.0% |
| Participant deferral / active EE | $4,794 | $3,871+23.8% | $5,060-5.3% | $4,299+11.5% |
| Admin fee / account holder | $10,461 | $6,717+55.7% | $8,388+24.7% | $6,924+51.1% |