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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 | $109,358 | $56,894+92.2% | $84,753+29.0% | $62,881+73.9% |
| Participation rate | 94.6% | 68.5%+26.1pp | 76.6%+18.0pp | 69.3%+25.3pp |
| Annual return | 14.26% | 6.30%+8.0pp | 22.78%-8.5pp | 20.14%-5.9pp |
| Employer contribution / active EE | $15,387 | $2,400+541.2% | $3,574+330.5% | $2,281+574.6% |
| Participant deferral / active EE | $11,157 | $2,709+311.8% | $3,712+200.6% | $3,203+248.3% |
| Admin fee / account holder | $18,364 | $3,581+412.8% | $5,333+244.3% | $4,296+327.5% |