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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 | $126,874 | $80,992+56.6% | $96,534+31.4% | $75,173+68.8% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 18.70% | 27.05%-8.3pp | 25.88%-7.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $4,012 | $2,283+75.7% | $2,965+35.3% | $2,671+50.2% |
| Participant deferral / active EE | $9,757 | $3,929+148.3% | $4,851+101.1% | $4,126+136.5% |
| Admin fee / account holder | $19,205 | $6,717+185.9% | $8,253+132.7% | $5,651+239.9% |