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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 | $103,759 | $58,627+77.0% | $76,735+35.2% | $82,448+25.8% |
| Participation rate | 94.8% | 63.2%+31.6pp | 69.5%+25.3pp | 68.1%+26.8pp |
| Annual return | 13.42% | 39.10%-25.7pp | 29.77%-16.3pp | 41.64%-28.2pp |
| Employer contribution / active EE | $3,979 | $1,729+130.1% | $2,454+62.1% | $2,551+56.0% |
| Participant deferral / active EE | $6,937 | $3,134+121.4% | $4,088+69.7% | $4,139+67.6% |
| Admin fee / account holder | $17,829 | $5,323+235.0% | $7,189+148.0% | $7,234+146.5% |