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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 | $123,103 | $78,423+57.0% | $95,964+28.3% | $79,856+54.2% |
| Participation rate | 93.9% | 73.5%+20.4pp | 77.1%+16.9pp | 69.6%+24.3pp |
| Annual return | 26.68% | 19.37%+7.3pp | 91.64%-65.0pp | 31.71%-5.0pp |
| Employer contribution / active EE | $4,876 | $1,945+150.7% | $2,541+91.9% | $2,471+97.3% |
| Participant deferral / active EE | $5,927 | $3,440+72.3% | $4,167+42.2% | $3,741+58.4% |
| Admin fee / account holder | $2,391 | $5,622-57.5% | $6,797-64.8% | $5,306-54.9% |