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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 | $135,477 | $58,523+131.5% | $99,479+36.2% | $72,976+85.6% |
| Participation rate | 97.1% | 64.6%+32.5pp | 73.8%+23.3pp | 69.5%+27.7pp |
| Annual return | 18.42% | 28.51%-10.1pp | 30.72%-12.3pp | 81.02%-62.6pp |
| Employer contribution / active EE | $5,993 | $1,512+296.4% | $2,540+135.9% | $2,440+145.6% |
| Participant deferral / active EE | $3,966 | $2,606+52.2% | $3,619+9.6% | $3,608+9.9% |
| Admin fee / account holder | $28,175 | $4,102+586.9% | $6,253+350.6% | $5,124+449.8% |