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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 | $107,473 | $81,504+31.9% | $102,437+4.9% | $80,959+32.7% |
| Participation rate | 96.1% | 66.9%+29.2pp | 74.5%+21.5pp | 67.7%+28.4pp |
| Annual return | 17.50% | 25.60%-8.1pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $11,131 | $3,104+258.7% | $3,871+187.6% | $2,757+303.7% |
| Participant deferral / active EE | $6,751 | $3,871+74.4% | $5,060+33.4% | $4,300+57.0% |
| Admin fee / account holder | $10,234 | $6,719+52.3% | $8,388+22.0% | $6,925+47.8% |