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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 | $117,142 | $77,472+51.2% | $100,415+16.7% | $80,959+44.7% |
| Participation rate | 98.1% | 76.9%+21.2pp | 81.5%+16.6pp | 67.7%+30.4pp |
| Annual return | 16.66% | 37.26%-20.6pp | 49.47%-32.8pp | 35.67%-19.0pp |
| Employer contribution / active EE | $7,145 | $2,800+155.2% | $3,943+81.2% | $2,757+159.2% |
| Participant deferral / active EE | $14,999 | $6,818+120.0% | $8,091+85.4% | $4,300+248.8% |
| Admin fee / account holder | $7,496 | $5,885+27.4% | $7,906-5.2% | $6,925+8.2% |