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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 | $124,463 | $103,685+20.0% | $105,387+18.1% | $65,186+90.9% |
| Participation rate | 96.0% | 83.2%+12.8pp | 82.6%+13.5pp | 70.2%+25.8pp |
| Annual return | 20.69% | 23.88%-3.2pp | 26.82%-6.1pp | 29.39%-8.7pp |
| Employer contribution / active EE | $4,910 | $3,842+27.8% | $4,213+16.5% | $2,177+125.5% |
| Participant deferral / active EE | $8,040 | $5,634+42.7% | $5,502+46.1% | $3,514+128.8% |
| Admin fee / account holder | $15,023 | $399+3667.9% | $6,559+129.1% | $847+1673.2% |