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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 | $120,279 | $63,082+90.7% | $81,726+47.2% | $79,856+50.6% |
| Participation rate | 88.9% | 67.5%+21.4pp | 72.0%+16.9pp | 69.6%+19.2pp |
| Annual return | 24.13% | 22.66%+1.5pp | 29.49%-5.4pp | 31.71%-7.6pp |
| Employer contribution / active EE | $5,797 | $1,795+222.9% | $4,311+34.5% | $2,471+134.6% |
| Participant deferral / active EE | $3,517 | $2,780+26.5% | $7,108-50.5% | $3,741-6.0% |
| Admin fee / account holder | $1,822 | $4,428-58.8% | $5,160-64.7% | $5,306-65.7% |