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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 | $119,327 | $81,476+46.5% | $102,383+16.5% | $80,925+47.5% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.7%+28.3pp |
| Annual return | 17.49% | 25.59%-8.1pp | 24.94%-7.4pp | 35.65%-18.2pp |
| Employer contribution / active EE | $5,369 | $3,105+72.9% | $3,870+38.7% | $2,756+94.8% |
| Participant deferral / active EE | $11,636 | $3,871+200.6% | $5,060+130.0% | $4,299+170.7% |
| Admin fee / account holder | $12,281 | $6,717+82.8% | $8,391+46.4% | $6,940+77.0% |