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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 | $131,336 | $105,284+24.7% | $150,734-12.9% | $94,015+39.7% |
| Participation rate | 93.5% | 71.7%+21.8pp | 78.4%+15.1pp | 70.8%+22.7pp |
| Annual return | 13.75% | 15.67%-1.9pp | 600.81%-587.1pp | 17.84%-4.1pp |
| Employer contribution / active EE | $7,258 | $3,599+101.7% | $4,918+47.6% | $2,790+160.1% |
| Participant deferral / active EE | $5,692 | $4,274+33.2% | $5,610+1.5% | $4,249+33.9% |
| Admin fee / account holder | $29,254 | $9,839+197.3% | $14,905+96.3% | $8,951+226.8% |