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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 | $117,776 | $77,816+51.4% | $123,552-4.7% | $64,173+83.5% |
| Participation rate | 98.0% | 74.7%+23.2pp | 82.3%+15.7pp | 69.6%+28.4pp |
| Annual return | 9.39% | 12.49%-3.1pp | 119.20%-109.8pp | 7.63%+1.8pp |
| Employer contribution / active EE | $2,702 | $3,014-10.3% | $4,628-41.6% | $2,381+13.5% |
| Participant deferral / active EE | $7,977 | $5,240+52.2% | $6,426+24.1% | $3,470+129.9% |
| Admin fee / account holder | $11,303 | $5,519+104.8% | $9,285+21.7% | $4,887+131.3% |