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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 | $114,966 | $95,404+20.5% | $113,397+1.4% | $82,637+39.1% |
| Participation rate | 91.0% | 72.8%+18.2pp | 76.5%+14.5pp | 68.1%+23.0pp |
| Annual return | 24.89% | 19.08%+5.8pp | 23.20%+1.7pp | 53.51%-28.6pp |
| Employer contribution / active EE | $8,676 | $2,307+276.1% | $2,977+191.4% | $2,552+240.0% |
| Participant deferral / active EE | $19,206 | $4,220+355.2% | $5,076+278.3% | $4,126+365.5% |
| Admin fee / account holder | $3,707 | $9,168-59.6% | $11,957-69.0% | $7,339-49.5% |