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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 | $112,643 | $83,061+35.6% | $126,068-10.6% | $94,015+19.8% |
| Participation rate | 95.8% | 81.2%+14.7pp | 84.7%+11.1pp | 70.8%+25.0pp |
| Annual return | 26.25% | 20.41%+5.8pp | 15.01%+11.2pp | 17.84%+8.4pp |
| Employer contribution / active EE | $28,338 | $2,864+889.6% | $3,968+614.2% | $2,790+915.6% |
| Participant deferral / active EE | $17,052 | $7,042+142.1% | $8,214+107.6% | $4,249+301.3% |
| Admin fee / account holder | $5,970 | $7,208-17.2% | $18,264-67.3% | $8,951-33.3% |