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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 | $130,355 | $81,403+60.1% | $147,027-11.3% | $87,485+49.0% |
| Participation rate | 79.7% | 63.4%+16.3pp | 73.7%+6.0pp | 68.9%+10.8pp |
| Annual return | 17.24% | 16.51%+0.7pp | 20.23%-3.0pp | 26.06%-8.8pp |
| Employer contribution / active EE | $4,534 | $2,205+105.6% | $3,626+25.0% | $2,596+74.6% |
| Participant deferral / active EE | $11,643 | $3,315+251.2% | $4,933+136.0% | $4,274+172.4% |
| Admin fee / account holder | $9,409 | $6,755+39.3% | $12,223-23.0% | $7,775+21.0% |