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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 | $92,044 | $77,523+18.7% | $100,383-8.3% | $80,874+13.8% |
| Participation rate | 90.2% | 77.0%+13.3pp | 81.5%+8.7pp | 67.6%+22.6pp |
| Annual return | 14.70% | 37.21%-22.5pp | 49.26%-34.6pp | 35.62%-20.9pp |
| Employer contribution / active EE | $7,013 | $2,801+150.3% | $3,944+77.8% | $2,756+154.5% |
| Participant deferral / active EE | $15,126 | $6,822+121.7% | $8,086+87.1% | $4,297+252.0% |
| Admin fee / account holder | $8,187 | $5,899+38.8% | $7,900+3.6% | $6,935+18.0% |