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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 | $119,182 | $87,841+35.7% | $133,981-11.0% | $62,891+89.5% |
| Participation rate | 93.8% | 83.4%+10.4pp | 87.1%+6.7pp | 69.3%+24.4pp |
| Annual return | 15.18% | 12.05%+3.1pp | 29.30%-14.1pp | 20.14%-5.0pp |
| Employer contribution / active EE | $16,429 | $3,483+371.7% | $5,211+215.3% | $2,281+620.3% |
| Participant deferral / active EE | $18,398 | $4,812+282.3% | $6,282+192.9% | $3,203+474.4% |
| Admin fee / account holder | $9,597 | $5,371+78.7% | $9,324+2.9% | $4,296+123.4% |