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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 | $118,617 | $93,598+26.7% | $135,974-12.8% | $75,173+57.8% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 24.96% | 30.89%-5.9pp | 68.30%-43.3pp | 160.72%-135.8pp |
| Employer contribution / active EE | $8,982 | $3,538+153.9% | $4,859+84.9% | $2,671+236.3% |
| Participant deferral / active EE | $16,338 | $6,405+155.1% | $7,760+110.5% | $4,126+296.0% |
| Admin fee / account holder | $10,602 | $6,978+51.9% | $10,767-1.5% | $5,651+87.6% |