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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 | $123,870 | $109,359+13.3% | $162,177-23.6% | $72,975+69.7% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 19.61% | 25.46%-5.8pp | 115.60%-96.0pp | 81.01%-61.4pp |
| Employer contribution / active EE | $8,849 | $3,907+126.5% | $5,613+57.7% | $2,440+262.7% |
| Participant deferral / active EE | $10,794 | $5,481+96.9% | $7,297+47.9% | $3,608+199.2% |
| Admin fee / account holder | $875 | $7,972-89.0% | $10,843-91.9% | $5,124-82.9% |