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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 | $118,078 | $63,845+84.9% | $81,370+45.1% | $80,959+45.8% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.5%+27.2pp | 67.7%+29.1pp |
| Annual return | 17.32% | 16.37%+0.9pp | 24.85%-7.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $4,778 | $1,980+141.4% | $2,464+93.9% | $2,757+73.3% |
| Participant deferral / active EE | $4,977 | $3,093+60.9% | $3,885+28.1% | $4,300+15.7% |
| Admin fee / account holder | $13,639 | $5,688+139.8% | $5,749+137.2% | $6,925+96.9% |