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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 | $116,846 | $81,358+43.6% | $155,556-24.9% | $80,959+44.3% |
| Participation rate | 93.2% | 66.3%+26.9pp | 78.2%+14.9pp | 67.7%+25.5pp |
| Annual return | 14.96% | 33.39%-18.4pp | 64.84%-49.9pp | 35.67%-20.7pp |
| Employer contribution / active EE | $4,390 | $3,106+41.3% | $4,675-6.1% | $2,757+59.2% |
| Participant deferral / active EE | $8,957 | $3,455+159.2% | $5,631+59.1% | $4,300+108.3% |
| Admin fee / account holder | $16,505 | $7,994+106.5% | $15,885+3.9% | $6,925+138.3% |