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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 | $107,293 | $65,367+64.1% | $92,915+15.5% | $72,976+47.0% |
| Participation rate | 96.9% | 68.3%+28.6pp | 76.0%+20.9pp | 69.5%+27.4pp |
| Annual return | 24.73% | 42.11%-17.4pp | 109.45%-84.7pp | 81.02%-56.3pp |
| Employer contribution / active EE | $6,994 | $2,594+169.6% | $3,653+91.4% | $2,440+186.6% |
| Participant deferral / active EE | $5,757 | $3,128+84.0% | $4,238+35.8% | $3,608+59.6% |
| Admin fee / account holder | $3,762 | $4,251-11.5% | $5,796-35.1% | $5,124-26.6% |