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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 | $115,759 | $60,442+91.5% | $96,754+19.6% | $87,485+32.3% |
| Participation rate | 95.1% | 58.7%+36.4pp | 70.3%+24.8pp | 68.9%+26.2pp |
| Annual return | 18.72% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $23,168 | $1,691+1270.3% | $2,679+764.7% | $2,596+792.4% |
| Participant deferral / active EE | $15,469 | $3,280+371.6% | $4,758+225.1% | $4,274+262.0% |
| Admin fee / account holder | $17,111 | $5,069+237.5% | $8,905+92.2% | $7,775+120.1% |