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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 | $74,614 | $57,590+29.6% | $86,233-13.5% | $82,448-9.5% |
| Participation rate | 98.0% | 57.9%+40.2pp | 69.0%+29.0pp | 68.1%+30.0pp |
| Annual return | 35.21% | 22.41%+12.8pp | 61.39%-26.2pp | 41.64%-6.4pp |
| Employer contribution / active EE | $12,125 | $1,655+632.5% | $2,504+384.2% | $2,551+375.3% |
| Participant deferral / active EE | $16,340 | $3,080+430.5% | $4,559+258.4% | $4,139+294.8% |
| Admin fee / account holder | $11,377 | $4,730+140.5% | $8,342+36.4% | $7,234+57.3% |