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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 | $128,104 | $108,825+17.7% | $156,181-18.0% | $82,448+55.4% |
| Participation rate | 96.4% | 72.4%+24.1pp | 78.8%+17.6pp | 68.1%+28.4pp |
| Annual return | 20.87% | 20.59%+0.3pp | 64.87%-44.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $5,116 | $2,870+78.3% | $4,294+19.1% | $2,551+100.5% |
| Participant deferral / active EE | $12,112 | $4,577+164.6% | $6,132+97.5% | $4,139+192.6% |
| Admin fee / account holder | $1,400 | $9,341-85.0% | $14,586-90.4% | $7,234-80.7% |