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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 | $58,848+94.6% | $88,179+29.9% | $82,637+38.6% |
| Participation rate | 93.9% | 57.9%+36.0pp | 69.1%+24.8pp | 68.1%+25.9pp |
| Annual return | 15.99% | 22.76%-6.8pp | 64.97%-49.0pp | 53.51%-37.5pp |
| Employer contribution / active EE | $3,703 | $1,678+120.7% | $2,549+45.3% | $2,552+45.1% |
| Participant deferral / active EE | $7,950 | $3,124+154.5% | $4,614+72.3% | $4,126+92.7% |
| Admin fee / account holder | $17,779 | $4,795+270.8% | $7,673+131.7% | $7,339+142.3% |