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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 | $124,407 | $81,233+53.1% | $155,567-20.0% | $80,874+53.8% |
| Participation rate | 97.9% | 66.2%+31.7pp | 78.2%+19.7pp | 67.6%+30.3pp |
| Annual return | 13.99% | 33.33%-19.3pp | 64.74%-50.7pp | 35.62%-21.6pp |
| Employer contribution / active EE | $9,181 | $3,101+196.1% | $4,674+96.4% | $2,756+233.2% |
| Participant deferral / active EE | $3,925 | $3,452+13.7% | $5,628-30.3% | $4,297-8.7% |
| Admin fee / account holder | $9,437 | $7,998+18.0% | $15,916-40.7% | $6,935+36.1% |