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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 | $116,092 | $86,050+34.9% | $189,758-38.8% | $94,015+23.5% |
| Participation rate | 94.8% | 68.9%+25.9pp | 79.8%+15.0pp | 70.8%+24.0pp |
| Annual return | 20.98% | 17.77%+3.2pp | 52.62%-31.6pp | 17.84%+3.1pp |
| Employer contribution / active EE | $5,510 | $2,819+95.5% | $4,767+15.6% | $2,790+97.5% |
| Participant deferral / active EE | $13,069 | $3,349+290.3% | $5,856+123.2% | $4,249+207.5% |
| Admin fee / account holder | $5,185 | $6,627-21.7% | $20,388-74.6% | $8,951-42.1% |