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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 | $122,976 | $86,938+41.5% | $102,423+20.1% | $80,925+52.0% |
| Participation rate | 91.9% | 72.4%+19.6pp | 76.5%+15.4pp | 67.7%+24.3pp |
| Annual return | 15.18% | 18.89%-3.7pp | 29.42%-14.2pp | 35.65%-20.5pp |
| Employer contribution / active EE | $6,735 | $2,369+184.3% | $3,023+122.8% | $2,756+144.4% |
| Participant deferral / active EE | $15,580 | $4,120+278.1% | $5,054+208.3% | $4,299+262.4% |
| Admin fee / account holder | $15,364 | $8,053+90.8% | $9,455+62.5% | $6,940+121.4% |