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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 | $109,892 | $54,763+100.7% | $90,324+21.7% | $72,976+50.6% |
| Participation rate | 94.3% | 65.2%+29.1pp | 73.3%+21.0pp | 69.5%+24.8pp |
| Annual return | 21.80% | 30.63%-8.8pp | 78.15%-56.3pp | 81.02%-59.2pp |
| Employer contribution / active EE | $5,235 | $2,093+150.1% | $2,856+83.3% | $2,440+114.6% |
| Participant deferral / active EE | $9,932 | $2,887+244.0% | $3,885+155.6% | $3,608+175.3% |
| Admin fee / account holder | $7,651 | $3,973+92.5% | $5,356+42.9% | $5,124+49.3% |