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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 | $126,974 | $95,453+33.0% | $112,040+13.3% | $82,448+54.0% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 15.07% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,752 | $2,318+18.7% | $2,954-6.8% | $2,551+7.9% |
| Participant deferral / active EE | $8,923 | $4,224+111.3% | $5,098+75.0% | $4,139+115.6% |
| Admin fee / account holder | $28,207 | $9,013+212.9% | $12,098+133.2% | $7,234+289.9% |