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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 | $118,607 | $95,453+24.3% | $112,040+5.9% | $82,448+43.9% |
| Participation rate | 98.9% | 72.8%+26.1pp | 76.5%+22.4pp | 68.1%+30.8pp |
| Annual return | 15.62% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $5,325 | $2,318+129.8% | $2,954+80.3% | $2,551+108.8% |
| Participant deferral / active EE | $11,376 | $4,224+169.3% | $5,098+123.2% | $4,139+174.8% |
| Admin fee / account holder | $9,170 | $9,013+1.7% | $12,098-24.2% | $7,234+26.8% |