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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 | $126,103 | $106,749+18.1% | $145,433-13.3% | $82,448+52.9% |
| Participation rate | 98.2% | 75.6%+22.6pp | 82.1%+16.1pp | 68.1%+30.1pp |
| Annual return | 18.68% | 27.59%-8.9pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8,557 | $3,444+148.4% | $4,554+87.9% | $2,551+235.5% |
| Participant deferral / active EE | $9,748 | $6,519+49.5% | $7,897+23.4% | $4,139+135.5% |
| Admin fee / account holder | $12,284 | $8,390+46.4% | $13,129-6.4% | $7,234+69.8% |