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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 | $106,193 | $45,082+135.6% | $69,464+52.9% | $72,975+45.5% |
| Participation rate | 98.8% | 68.5%+30.3pp | 74.6%+24.2pp | 69.5%+29.3pp |
| Annual return | 17.83% | 22.66%-4.8pp | 28.98%-11.1pp | 81.01%-63.2pp |
| Employer contribution / active EE | $6,614 | $2,055+221.8% | $2,779+138.0% | $2,440+171.0% |
| Participant deferral / active EE | $7,856 | $2,604+201.7% | $3,536+122.2% | $3,608+117.8% |
| Admin fee / account holder | $3,932 | $3,057+28.6% | $3,840+2.4% | $5,124-23.3% |