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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 | $120,464 | $106,749+12.8% | $145,433-17.2% | $82,448+46.1% |
| Participation rate | 98.9% | 75.6%+23.2pp | 82.1%+16.8pp | 68.1%+30.8pp |
| Annual return | 22.64% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $4,434 | $3,444+28.7% | $4,554-2.6% | $2,551+73.8% |
| Participant deferral / active EE | $10,912 | $6,519+67.4% | $7,897+38.2% | $4,139+163.6% |
| Admin fee / account holder | $7,881 | $8,390-6.1% | $13,129-40.0% | $7,234+8.9% |