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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 | $95,376 | $78,027+22.2% | $178,528-46.6% | $80,925+17.9% |
| Participation rate | 85.2% | 65.7%+19.5pp | 77.1%+8.1pp | 67.7%+17.5pp |
| Annual return | 21.33% | 18.09%+3.2pp | 27.11%-5.8pp | 35.65%-14.3pp |
| Employer contribution / active EE | $7,871 | $2,281+245.0% | $3,950+99.2% | $2,756+185.6% |
| Participant deferral / active EE | $13,637 | $4,408+209.4% | $6,278+117.2% | $4,299+217.2% |
| Admin fee / account holder | $9,736 | $7,168+35.8% | $10,419-6.6% | $6,940+40.3% |