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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 | $74,880 | $91,424-18.1% | $135,942-44.9% | $71,495+4.7% |
| Participation rate | 92.1% | 75.7%+16.4pp | 81.9%+10.2pp | 67.9%+24.2pp |
| Annual return | 38.05% | 29.90%+8.1pp | 68.28%-30.2pp | 28.85%+9.2pp |
| Employer contribution / active EE | $7,658 | $3,704+106.7% | $4,858+57.6% | $2,589+195.7% |
| Participant deferral / active EE | $14,736 | $7,092+107.8% | $7,759+89.9% | $4,291+243.4% |
| Admin fee / account holder | $2,687 | $1,266+112.2% | $10,764-75.0% | $1,588+69.2% |