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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 | $138,891 | $78,682+76.5% | $109,188+27.2% | $85,851+61.8% |
| Participation rate | 97.4% | 68.3%+29.2pp | 75.9%+21.6pp | 69.3%+28.1pp |
| Annual return | 27.36% | 25.09%+2.3pp | 25.76%+1.6pp | 318.63%-291.3pp |
| Employer contribution / active EE | $8,527 | $2,734+211.9% | $3,723+129.0% | $2,565+232.4% |
| Participant deferral / active EE | $8,427 | $3,468+143.0% | $4,654+81.1% | $3,952+113.2% |
| Admin fee / account holder | $13,490 | $5,470+146.6% | $6,755+99.7% | $6,261+115.5% |