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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 | $108,149 | $98,776+9.5% | $149,745-27.8% | $79,856+35.4% |
| Participation rate | 96.6% | 75.8%+20.8pp | 82.5%+14.1pp | 69.6%+26.9pp |
| Annual return | 30.44% | 27.38%+3.1pp | 276.72%-246.3pp | 31.71%-1.3pp |
| Employer contribution / active EE | $18,061 | $3,217+461.4% | $4,646+288.8% | $2,471+630.9% |
| Participant deferral / active EE | $12,826 | $5,681+125.7% | $6,843+87.4% | $3,741+242.9% |
| Admin fee / account holder | $11,415 | $6,053+88.6% | $9,312+22.6% | $5,306+115.1% |