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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 | $115,258 | $108,825+5.9% | $156,181-26.2% | $82,448+39.8% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 21.37% | 20.59%+0.8pp | 64.87%-43.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $9,900 | $2,870+245.0% | $4,294+130.6% | $2,551+288.1% |
| Participant deferral / active EE | $5,312 | $4,577+16.1% | $6,132-13.4% | $4,139+28.3% |
| Admin fee / account holder | $15,834 | $9,341+69.5% | $14,586+8.6% | $7,234+118.9% |