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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 | $87,263 | $72,273+20.7% | $101,275-13.8% | $79,856+9.3% |
| Participation rate | 95.7% | 68.5%+27.2pp | 75.8%+19.8pp | 69.6%+26.0pp |
| Annual return | 19.95% | 22.30%-2.3pp | 46.48%-26.5pp | 31.71%-11.8pp |
| Employer contribution / active EE | $7,192 | $2,691+167.2% | $3,660+96.5% | $2,471+191.0% |
| Participant deferral / active EE | $5,692 | $3,282+73.5% | $4,371+30.2% | $3,741+52.2% |
| Admin fee / account holder | $31,213 | $4,401+609.2% | $5,948+424.8% | $5,306+488.2% |