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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 | $116,467 | $60,444+92.7% | $68,948+68.9% | $82,448+41.3% |
| Participation rate | 88.9% | 73.6%+15.3pp | 79.2%+9.7pp | 68.1%+20.8pp |
| Annual return | 16.30% | 15.42%+0.9pp | 28.39%-12.1pp | 41.64%-25.3pp |
| Employer contribution / active EE | $9,630 | $3,449+179.2% | $4,165+131.2% | $2,551+277.5% |
| Participant deferral / active EE | $8,558 | $3,658+134.0% | $6,186+38.3% | $4,139+106.8% |
| Admin fee / account holder | $12,426 | $6,421+93.5% | $7,539+64.8% | $7,234+71.8% |