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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 | $114,507 | $60,442+89.5% | $96,754+18.3% | $87,485+30.9% |
| Participation rate | 93.9% | 58.7%+35.2pp | 70.3%+23.7pp | 68.9%+25.0pp |
| Annual return | 15.99% | 21.97%-6.0pp | 82.04%-66.0pp | 26.06%-10.1pp |
| Employer contribution / active EE | $3,703 | $1,691+119.0% | $2,679+38.2% | $2,596+42.6% |
| Participant deferral / active EE | $7,950 | $3,280+142.4% | $4,758+67.1% | $4,274+86.0% |
| Admin fee / account holder | $17,779 | $5,069+250.7% | $8,905+99.7% | $7,775+128.7% |