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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 | $111,455 | $84,953+31.2% | $163,379-31.8% | $82,637+34.9% |
| Participation rate | 96.6% | 65.9%+30.6pp | 76.8%+19.7pp | 68.1%+28.5pp |
| Annual return | 21.88% | 23.07%-1.2pp | 63.41%-41.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $8,668 | $2,183+297.1% | $3,752+131.0% | $2,552+239.6% |
| Participant deferral / active EE | $15,709 | $4,326+263.1% | $6,282+150.1% | $4,126+280.7% |
| Admin fee / account holder | $1,822 | $7,921-77.0% | $9,818-81.4% | $7,339-75.2% |