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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 | $119,050 | $94,031+26.6% | $115,768+2.8% | $82,448+44.4% |
| Participation rate | 93.6% | 70.4%+23.2pp | 74.4%+19.2pp | 68.1%+25.5pp |
| Annual return | 23.35% | 20.61%+2.7pp | 100.46%-77.1pp | 41.64%-18.3pp |
| Employer contribution / active EE | $9,358 | $2,323+302.8% | $2,940+218.3% | $2,551+266.8% |
| Participant deferral / active EE | $17,195 | $3,972+332.9% | $4,917+249.7% | $4,139+315.4% |
| Admin fee / account holder | $3,952 | $10,249-61.4% | $12,439-68.2% | $7,234-45.4% |