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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 | $126,817 | $94,031+34.9% | $115,768+9.5% | $82,448+53.8% |
| Participation rate | 97.8% | 70.4%+27.4pp | 74.4%+23.4pp | 68.1%+29.8pp |
| Annual return | 17.18% | 20.61%-3.4pp | 100.46%-83.3pp | 41.64%-24.5pp |
| Employer contribution / active EE | $9,985 | $2,323+329.8% | $2,940+239.6% | $2,551+291.4% |
| Participant deferral / active EE | $7,135 | $3,972+79.6% | $4,917+45.1% | $4,139+72.4% |
| Admin fee / account holder | $18,078 | $10,249+76.4% | $12,439+45.3% | $7,234+149.9% |