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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 | $126,439 | $97,550+29.6% | $120,344+5.1% | $87,485+44.5% |
| Participation rate | 98.5% | 72.8%+25.6pp | 76.7%+21.8pp | 68.9%+29.5pp |
| Annual return | 16.98% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.1pp |
| Employer contribution / active EE | $7,120 | $2,291+210.8% | $3,020+135.8% | $2,596+174.3% |
| Participant deferral / active EE | $10,716 | $4,230+153.3% | $5,135+108.7% | $4,274+150.7% |
| Admin fee / account holder | $6,247 | $9,543-34.5% | $12,742-51.0% | $7,775-19.7% |