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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 | $95,671 | $78,520+21.8% | $96,576-0.9% | $82,448+16.0% |
| Participation rate | 93.5% | 77.7%+15.8pp | 81.4%+12.1pp | 68.1%+25.5pp |
| Annual return | 16.03% | 41.30%-25.3pp | 38.47%-22.4pp | 41.64%-25.6pp |
| Employer contribution / active EE | $4,525 | $2,630+72.1% | $3,553+27.4% | $2,551+77.4% |
| Participant deferral / active EE | $8,976 | $6,754+32.9% | $7,956+12.8% | $4,139+116.9% |
| Admin fee / account holder | $17,926 | $13,455+33.2% | $11,381+57.5% | $7,234+147.8% |