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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 | $117,996 | $95,453+23.6% | $112,040+5.3% | $82,448+43.1% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 13.73% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $4,328 | $2,318+86.7% | $2,954+46.5% | $2,551+69.7% |
| Participant deferral / active EE | $7,083 | $4,224+67.7% | $5,098+38.9% | $4,139+71.1% |
| Admin fee / account holder | $25,079 | $9,013+178.2% | $12,098+107.3% | $7,234+246.7% |