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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 | $126,910 | $106,524+19.1% | $152,301-16.7% | $87,485+45.1% |
| Participation rate | 97.2% | 75.8%+21.5pp | 82.4%+14.8pp | 68.9%+28.3pp |
| Annual return | 17.24% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.8pp |
| Employer contribution / active EE | $5,515 | $3,371+63.6% | $4,624+19.3% | $2,596+112.4% |
| Participant deferral / active EE | $9,298 | $6,525+42.5% | $8,004+16.2% | $4,274+117.6% |
| Admin fee / account holder | $22,998 | $8,287+177.5% | $14,398+59.7% | $7,775+195.8% |