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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 | $104,079 | $77,896+33.6% | $134,172-22.4% | $82,448+26.2% |
| Participation rate | 87.3% | 62.8%+24.5pp | 72.5%+14.8pp | 68.1%+19.2pp |
| Annual return | 20.74% | 18.21%+2.5pp | 25.30%-4.6pp | 41.64%-20.9pp |
| Employer contribution / active EE | $5,988 | $2,159+177.3% | $3,420+75.1% | $2,551+134.7% |
| Participant deferral / active EE | $7,426 | $3,162+134.8% | $4,690+58.3% | $4,139+79.4% |
| Admin fee / account holder | $27,466 | $6,336+333.5% | $12,016+128.6% | $7,234+279.7% |