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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 | $114,838 | $108,825+5.5% | $156,181-26.5% | $82,448+39.3% |
| Participation rate | 98.6% | 72.4%+26.2pp | 78.8%+19.7pp | 68.1%+30.5pp |
| Annual return | 16.59% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.0pp |
| Employer contribution / active EE | $5,370 | $2,870+87.1% | $4,294+25.1% | $2,551+110.5% |
| Participant deferral / active EE | $7,250 | $4,577+58.4% | $6,132+18.2% | $4,139+75.1% |
| Admin fee / account holder | $13,720 | $9,341+46.9% | $14,586-5.9% | $7,234+89.6% |