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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 | $114,890 | $79,557+44.4% | $118,746-3.2% | $70,126+63.8% |
| Participation rate | 95.9% | 71.4%+24.6pp | 78.3%+17.7pp | 69.5%+26.4pp |
| Annual return | 30.62% | 25.64%+5.0pp | 24.54%+6.1pp | 73.15%-42.5pp |
| Employer contribution / active EE | $6,191 | $2,861+116.4% | $4,193+47.7% | $2,343+164.3% |
| Participant deferral / active EE | $9,238 | $4,089+125.9% | $5,332+73.2% | $3,332+177.3% |
| Admin fee / account holder | $11,955 | $5,374+122.4% | $10,720+11.5% | $4,645+157.3% |