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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 | $85,843 | $77,472+10.8% | $100,415-14.5% | $80,959+6.0% |
| Participation rate | 96.6% | 76.9%+19.6pp | 81.5%+15.0pp | 67.7%+28.9pp |
| Annual return | 39.58% | 37.26%+2.3pp | 49.47%-9.9pp | 35.67%+3.9pp |
| Employer contribution / active EE | $10,111 | $2,800+261.1% | $3,943+156.4% | $2,757+266.7% |
| Participant deferral / active EE | $15,206 | $6,818+123.0% | $8,091+87.9% | $4,300+253.6% |
| Admin fee / account holder | $4,136 | $5,885-29.7% | $7,906-47.7% | $6,925-40.3% |