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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 | $131,319 | $99,345+32.2% | $84,753+54.9% | $273,972-52.1% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 34.62% | 22.93%+11.7pp | 22.78%+11.8pp | 41.46%-6.8pp |
| Employer contribution / active EE | $8,839 | $4,214+109.8% | $3,574+147.3% | $4,869+81.5% |
| Participant deferral / active EE | $6,290 | $4,270+47.3% | $3,712+69.5% | $5,287+19.0% |
| Admin fee / account holder | $9,553 | $6,645+43.8% | $5,333+79.1% | $10,133-5.7% |