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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 | $99,805 | $87,106+14.6% | $105,607-5.5% | $80,935+23.3% |
| Participation rate | 84.7% | 70.4%+14.3pp | 75.3%+9.5pp | 67.7%+17.1pp |
| Annual return | 37.19% | 17.01%+20.2pp | 116.11%-78.9pp | 35.66%+1.5pp |
| Employer contribution / active EE | $3,012 | $2,396+25.7% | $3,167-4.9% | $2,757+9.3% |
| Participant deferral / active EE | $5,567 | $3,986+39.7% | $5,011+11.1% | $4,299+29.5% |
| Admin fee / account holder | $28,142 | $8,447+233.2% | $10,958+156.8% | $6,924+306.4% |