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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 | $109,631 | $87,834+24.8% | $133,975-18.2% | $62,881+74.3% |
| Participation rate | 96.8% | 83.4%+13.4pp | 87.1%+9.7pp | 69.3%+27.5pp |
| Annual return | 13.54% | 12.05%+1.5pp | 29.29%-15.7pp | 20.14%-6.6pp |
| Employer contribution / active EE | $25,560 | $3,482+634.0% | $5,211+390.5% | $2,281+1020.6% |
| Participant deferral / active EE | $12,911 | $4,812+168.3% | $6,282+105.5% | $3,203+303.1% |
| Admin fee / account holder | $13,078 | $5,372+143.4% | $9,324+40.3% | $4,296+204.4% |