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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 | $103,034 | $67,602+52.4% | $82,312+25.2% | $70,126+46.9% |
| Participation rate | 97.7% | 72.8%+24.9pp | 76.9%+20.8pp | 69.5%+28.1pp |
| Annual return | 29.13% | 21.57%+7.6pp | 25.88%+3.3pp | 73.15%-44.0pp |
| Employer contribution / active EE | $4,108 | $1,755+134.1% | $2,428+69.2% | $2,343+75.4% |
| Participant deferral / active EE | $4,776 | $2,987+59.9% | $3,706+28.9% | $3,332+43.4% |
| Admin fee / account holder | $8,828 | $4,512+95.7% | $5,608+57.4% | $4,645+90.0% |