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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 | $131,045 | $79,961+63.9% | $98,462+33.1% | $75,177+74.3% |
| Participation rate | 98.1% | 70.4%+27.8pp | 75.2%+23.0pp | 67.2%+30.9pp |
| Annual return | 17.40% | 19.75%-2.3pp | 21.17%-3.8pp | 160.75%-143.3pp |
| Employer contribution / active EE | $8,698 | $2,264+284.2% | $3,049+185.3% | $2,671+225.7% |
| Participant deferral / active EE | $7,560 | $3,753+101.5% | $4,738+59.5% | $4,126+83.2% |
| Admin fee / account holder | $4,974 | $6,842-27.3% | $8,875-44.0% | $5,651-12.0% |