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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 | $104,098+26.7% | $140,514-6.1% | $94,015+40.3% |
| Participation rate | 98.5% | 73.7%+24.8pp | 77.8%+20.7pp | 70.8%+27.7pp |
| Annual return | 18.68% | 15.14%+3.5pp | 14.36%+4.3pp | 17.84%+0.8pp |
| Employer contribution / active EE | $4,113 | $2,388+72.2% | $3,378+21.7% | $2,790+47.4% |
| Participant deferral / active EE | $10,741 | $4,033+166.3% | $4,919+118.4% | $4,249+152.8% |
| Admin fee / account holder | $6,994 | $10,439-33.0% | $13,697-48.9% | $8,951-21.9% |