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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 | $86,919+21.9% | $102,457+3.4% | $80,911+30.9% |
| Participation rate | 98.0% | 72.4%+25.6pp | 76.5%+21.5pp | 67.6%+30.4pp |
| Annual return | 12.45% | 18.90%-6.4pp | 29.41%-17.0pp | 35.63%-23.2pp |
| Employer contribution / active EE | $4,777 | $2,368+101.7% | $3,022+58.1% | $2,756+73.4% |
| Participant deferral / active EE | $7,130 | $4,119+73.1% | $5,054+41.1% | $4,297+65.9% |
| Admin fee / account holder | $19,524 | $8,049+142.6% | $9,451+106.6% | $6,935+181.5% |