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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 | $139,742 | $72,486+92.8% | $87,103+60.4% | $72,976+91.5% |
| Participation rate | 92.1% | 72.8%+19.3pp | 76.9%+15.2pp | 69.5%+22.6pp |
| Annual return | 22.91% | 24.46%-1.5pp | 28.19%-5.3pp | 81.02%-58.1pp |
| Employer contribution / active EE | $3,365 | $1,894+77.7% | $2,521+33.4% | $2,440+37.9% |
| Participant deferral / active EE | $8,072 | $3,270+146.9% | $4,049+99.4% | $3,608+123.8% |
| Admin fee / account holder | $7,977 | $5,055+57.8% | $7,491+6.5% | $5,124+55.7% |