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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 | $107,421+17.4% | $182,262-30.8% | $94,015+34.1% |
| Participation rate | 98.2% | 77.8%+20.4pp | 84.2%+14.0pp | 70.8%+27.4pp |
| Annual return | 18.68% | 21.32%-2.6pp | 140.60%-121.9pp | 17.84%+0.8pp |
| Employer contribution / active EE | $8,557 | $3,448+148.2% | $5,046+69.6% | $2,790+206.7% |
| Participant deferral / active EE | $9,748 | $6,558+48.6% | $8,276+17.8% | $4,249+129.4% |
| Admin fee / account holder | $12,284 | $8,692+41.3% | $16,712-26.5% | $8,951+37.2% |