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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 | $114,838 | $45,082+154.7% | $69,464+65.3% | $72,975+57.4% |
| Participation rate | 93.2% | 68.5%+24.7pp | 74.6%+18.6pp | 69.5%+23.7pp |
| Annual return | 28.78% | 22.66%+6.1pp | 28.98%-0.2pp | 81.01%-52.2pp |
| Employer contribution / active EE | $7,713 | $2,055+275.3% | $2,779+177.5% | $2,440+216.1% |
| Participant deferral / active EE | $6,089 | $2,604+133.9% | $3,536+72.2% | $3,608+68.8% |
| Admin fee / account holder | $2,617 | $3,057-14.4% | $3,840-31.9% | $5,124-48.9% |