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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 | $131,966 | $94,031+40.3% | $115,768+14.0% | $82,448+60.1% |
| Participation rate | 95.0% | 70.4%+24.6pp | 74.4%+20.6pp | 68.1%+26.9pp |
| Annual return | 17.87% | 20.61%-2.7pp | 100.46%-82.6pp | 41.64%-23.8pp |
| Employer contribution / active EE | $6,056 | $2,323+160.7% | $2,940+106.0% | $2,551+137.4% |
| Participant deferral / active EE | $5,941 | $3,972+49.6% | $4,917+20.8% | $4,139+43.5% |
| Admin fee / account holder | $12,505 | $10,249+22.0% | $12,439+0.5% | $7,234+72.9% |