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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 | $100,112 | $87,106+14.9% | $105,607-5.2% | $80,935+23.7% |
| Participation rate | 83.9% | 70.4%+13.5pp | 75.3%+8.7pp | 67.7%+16.3pp |
| Annual return | 26.30% | 17.01%+9.3pp | 116.11%-89.8pp | 35.66%-9.4pp |
| Employer contribution / active EE | $5,827 | $2,396+143.2% | $3,167+84.0% | $2,757+111.4% |
| Participant deferral / active EE | $16,094 | $3,986+303.8% | $5,011+221.2% | $4,299+274.3% |
| Admin fee / account holder | $9,425 | $8,447+11.6% | $10,958-14.0% | $6,924+36.1% |