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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 | $117,053 | $76,371+53.3% | $93,621+25.0% | $72,975+60.4% |
| Participation rate | 98.4% | 71.8%+26.6pp | 75.8%+22.5pp | 69.5%+28.9pp |
| Annual return | 24.00% | 25.82%-1.8pp | 32.76%-8.8pp | 81.01%-57.0pp |
| Employer contribution / active EE | $7,420 | $2,276+226.1% | $2,719+172.9% | $2,440+204.1% |
| Participant deferral / active EE | $4,072 | $3,538+15.1% | $4,070+0.1% | $3,608+12.9% |
| Admin fee / account holder | $22,161 | $6,839+224.0% | $7,890+180.9% | $5,124+332.5% |