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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 | $97,648+29.9% | $121,663+4.2% | $87,485+45.0% |
| Participation rate | 97.8% | 70.5%+27.4pp | 74.5%+23.3pp | 68.9%+28.9pp |
| Annual return | 17.18% | 18.03%-0.8pp | 147.54%-130.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $9,985 | $2,300+334.1% | $3,020+230.6% | $2,596+284.6% |
| Participant deferral / active EE | $7,135 | $3,923+81.9% | $4,887+46.0% | $4,274+67.0% |
| Admin fee / account holder | $18,078 | $11,100+62.9% | $14,289+26.5% | $7,775+132.5% |