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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 | $92,573+25.8% | $85,946+35.5% | $86,983+33.9% |
| Participation rate | 88.9% | 70.5%+18.4pp | 77.2%+11.7pp | 69.5%+19.3pp |
| Annual return | 16.30% | 15.50%+0.8pp | 31.33%-15.0pp | 25.83%-9.5pp |
| Employer contribution / active EE | $9,630 | $4,254+126.3% | $4,539+112.1% | $2,584+272.6% |
| Participant deferral / active EE | $8,558 | $3,999+114.0% | $5,465+56.6% | $4,194+104.1% |
| Admin fee / account holder | $12,426 | $7,308+70.0% | $11,250+10.5% | $7,856+58.2% |