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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 | $95,404+23.7% | $113,397+4.1% | $82,637+42.8% |
| Participation rate | 96.0% | 72.8%+23.2pp | 76.5%+19.5pp | 68.1%+27.9pp |
| Annual return | 13.73% | 19.08%-5.3pp | 23.20%-9.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $4,328 | $2,307+87.6% | $2,977+45.4% | $2,552+69.6% |
| Participant deferral / active EE | $7,083 | $4,220+67.8% | $5,076+39.5% | $4,126+71.7% |
| Admin fee / account holder | $25,079 | $9,168+173.5% | $11,957+109.7% | $7,339+241.7% |