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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 | $110,399 | $78,423+40.8% | $95,964+15.0% | $79,856+38.2% |
| Participation rate | 98.7% | 73.5%+25.2pp | 77.1%+21.6pp | 69.6%+29.1pp |
| Annual return | 10.78% | 19.37%-8.6pp | 91.64%-80.9pp | 31.71%-20.9pp |
| Employer contribution / active EE | $3,289 | $1,945+69.1% | $2,541+29.4% | $2,471+33.1% |
| Participant deferral / active EE | $4,002 | $3,440+16.3% | $4,167-3.9% | $3,741+7.0% |
| Admin fee / account holder | $8,417 | $5,622+49.7% | $6,797+23.8% | $5,306+58.6% |