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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 | $111,047 | $86,949+27.7% | $102,460+8.4% | $80,959+37.2% |
| Participation rate | 81.3% | 72.4%+8.9pp | 76.5%+4.7pp | 67.7%+13.6pp |
| Annual return | 15.26% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $4,295 | $2,370+81.3% | $3,025+42.0% | $2,757+55.8% |
| Participant deferral / active EE | $11,800 | $4,121+186.3% | $5,056+133.4% | $4,300+174.4% |
| Admin fee / account holder | $13,542 | $8,048+68.3% | $9,460+43.1% | $6,925+95.5% |