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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 | $106,524+18.4% | $152,301-17.2% | $87,485+44.1% |
| Participation rate | 98.2% | 75.8%+22.5pp | 82.4%+15.8pp | 68.9%+29.3pp |
| Annual return | 18.68% | 26.89%-8.2pp | 80.50%-61.8pp | 26.06%-7.4pp |
| Employer contribution / active EE | $8,557 | $3,371+153.8% | $4,624+85.0% | $2,596+229.6% |
| Participant deferral / active EE | $9,748 | $6,525+49.4% | $8,004+21.8% | $4,274+128.1% |
| Admin fee / account holder | $12,284 | $8,287+48.2% | $14,398-14.7% | $7,775+58.0% |