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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 | $77,358+23.7% | $102,184-6.4% | $87,485+9.4% |
| Participation rate | 93.5% | 78.7%+14.9pp | 82.6%+11.0pp | 68.9%+24.6pp |
| Annual return | 16.03% | 41.11%-25.1pp | 31.58%-15.5pp | 26.06%-10.0pp |
| Employer contribution / active EE | $4,525 | $2,562+76.6% | $3,594+25.9% | $2,596+74.3% |
| Participant deferral / active EE | $8,976 | $6,753+32.9% | $8,309+8.0% | $4,274+110.0% |
| Admin fee / account holder | $17,926 | $6,809+163.3% | $11,609+54.4% | $7,775+130.6% |