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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 | $63,949+81.0% | $129,031-10.3% | $94,015+23.1% |
| Participation rate | 95.1% | 63.4%+31.7pp | 73.4%+21.8pp | 70.8%+24.3pp |
| Annual return | 18.72% | 17.56%+1.2pp | 34.67%-15.9pp | 17.84%+0.9pp |
| Employer contribution / active EE | $23,168 | $1,865+1142.5% | $3,226+618.1% | $2,790+730.4% |
| Participant deferral / active EE | $15,469 | $3,686+319.7% | $5,217+196.5% | $4,249+264.0% |
| Admin fee / account holder | $17,111 | $5,523+209.8% | $13,208+29.5% | $8,951+91.2% |