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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 | $99,096 | $57,590+72.1% | $86,233+14.9% | $82,448+20.2% |
| Participation rate | 80.6% | 57.9%+22.7pp | 69.0%+11.5pp | 68.1%+12.5pp |
| Annual return | 34.54% | 22.41%+12.1pp | 61.39%-26.9pp | 41.64%-7.1pp |
| Employer contribution / active EE | $3,948 | $1,655+138.5% | $2,504+57.6% | $2,551+54.7% |
| Participant deferral / active EE | $12,164 | $3,080+294.9% | $4,559+166.8% | $4,139+193.9% |
| Admin fee / account holder | $8,543 | $4,730+80.6% | $8,342+2.4% | $7,234+18.1% |