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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 | $115,784 | $78,428+47.6% | $95,960+20.7% | $79,852+45.0% |
| Participation rate | 90.7% | 73.5%+17.2pp | 77.1%+13.6pp | 69.6%+21.1pp |
| Annual return | 26.25% | 19.37%+6.9pp | 91.63%-65.4pp | 31.72%-5.5pp |
| Employer contribution / active EE | $3,551 | $1,945+82.6% | $2,541+39.7% | $2,471+43.7% |
| Participant deferral / active EE | $8,828 | $3,440+156.6% | $4,167+111.9% | $3,740+136.0% |
| Admin fee / account holder | $3,941 | $5,622-29.9% | $6,797-42.0% | $5,306-25.7% |