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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 | $138,942 | $107,421+29.3% | $182,262-23.8% | $94,015+47.8% |
| Participation rate | 95.7% | 77.8%+17.9pp | 84.2%+11.4pp | 70.8%+24.8pp |
| Annual return | 20.02% | 21.32%-1.3pp | 140.60%-120.6pp | 17.84%+2.2pp |
| Employer contribution / active EE | $3,716 | $3,448+7.8% | $5,046-26.4% | $2,790+33.2% |
| Participant deferral / active EE | $10,098 | $6,558+54.0% | $8,276+22.0% | $4,249+137.6% |
| Admin fee / account holder | $10,236 | $8,692+17.8% | $16,712-38.8% | $8,951+14.4% |