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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 | $94,436+34.3% | $115,599+9.7% | $82,637+53.5% |
| Participation rate | 97.8% | 70.4%+27.4pp | 74.3%+23.5pp | 68.1%+29.8pp |
| Annual return | 17.18% | 18.37%-1.2pp | 111.10%-93.9pp | 53.51%-36.3pp |
| Employer contribution / active EE | $9,985 | $2,324+329.7% | $2,955+237.9% | $2,552+291.2% |
| Participant deferral / active EE | $7,135 | $3,955+80.4% | $4,889+45.9% | $4,126+72.9% |
| Admin fee / account holder | $18,078 | $10,328+75.0% | $12,841+40.8% | $7,339+146.3% |