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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 | $104,461 | $49,249+112.1% | $70,476+48.2% | $79,852+30.8% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 13.57% | 30.09%-16.5pp | 109.12%-95.6pp | 31.72%-18.2pp |
| Employer contribution / active EE | $8,838 | $2,100+320.8% | $2,738+222.8% | $2,471+257.7% |
| Participant deferral / active EE | $7,244 | $2,769+161.6% | $3,710+95.2% | $3,740+93.7% |
| Admin fee / account holder | $4,365 | $2,878+51.7% | $3,847+13.5% | $5,306-17.7% |