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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 | $105,942 | $86,949+21.8% | $102,460+3.4% | $80,959+30.9% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.7%+30.3pp |
| Annual return | 12.45% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,777 | $2,370+101.6% | $3,025+57.9% | $2,757+73.3% |
| Participant deferral / active EE | $7,130 | $4,121+73.0% | $5,056+41.0% | $4,300+65.8% |
| Admin fee / account holder | $19,524 | $8,048+142.6% | $9,460+106.4% | $6,925+181.9% |