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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 | $116,968 | $81,457+43.6% | $103,378+13.1% | $80,911+44.6% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 13.30% | 25.58%-12.3pp | 24.91%-11.6pp | 35.63%-22.3pp |
| Employer contribution / active EE | $13,322 | $3,107+328.7% | $3,870+244.2% | $2,756+383.4% |
| Participant deferral / active EE | $10,673 | $3,871+175.7% | $5,058+111.0% | $4,297+148.4% |
| Admin fee / account holder | $9,584 | $6,717+42.7% | $8,401+14.1% | $6,935+38.2% |