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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 | $97,462 | $78,197+24.6% | $98,090-0.6% | $82,637+17.9% |
| Participation rate | 82.8% | 77.5%+5.3pp | 81.5%+1.3pp | 68.1%+14.8pp |
| Annual return | 33.96% | 40.25%-6.3pp | 37.05%-3.1pp | 53.51%-19.5pp |
| Employer contribution / active EE | $6,211 | $2,605+138.5% | $3,606+72.2% | $2,552+143.4% |
| Participant deferral / active EE | $13,577 | $6,636+104.6% | $7,845+73.1% | $4,126+229.0% |
| Admin fee / account holder | $15,894 | $14,832+7.2% | $11,815+34.5% | $7,339+116.6% |