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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 | $116,625 | $86,949+34.1% | $102,460+13.8% | $80,959+44.1% |
| Participation rate | 97.6% | 72.4%+25.2pp | 76.5%+21.1pp | 67.7%+29.9pp |
| Annual return | 17.42% | 18.89%-1.5pp | 29.47%-12.0pp | 35.67%-18.2pp |
| Employer contribution / active EE | $6,051 | $2,370+155.3% | $3,025+100.0% | $2,757+119.5% |
| Participant deferral / active EE | $7,925 | $4,121+92.3% | $5,056+56.7% | $4,300+84.3% |
| Admin fee / account holder | $2,661 | $8,048-66.9% | $9,460-71.9% | $6,925-61.6% |