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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 | $131,909 | $97,550+35.2% | $120,344+9.6% | $87,485+50.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 76.7%+21.8pp | 68.9%+29.6pp |
| Annual return | 18.68% | 18.41%+0.3pp | 20.30%-1.6pp | 26.06%-7.4pp |
| Employer contribution / active EE | $4,113 | $2,291+79.5% | $3,020+36.2% | $2,596+58.4% |
| Participant deferral / active EE | $10,741 | $4,230+153.9% | $5,135+109.2% | $4,274+151.3% |
| Admin fee / account holder | $6,994 | $9,543-26.7% | $12,742-45.1% | $7,775-10.0% |