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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 | $81,358+52.9% | $155,556-20.0% | $80,959+53.7% |
| Participation rate | 97.9% | 66.3%+31.7pp | 78.2%+19.7pp | 67.7%+30.2pp |
| Annual return | 13.99% | 33.39%-19.4pp | 64.84%-50.8pp | 35.67%-21.7pp |
| Employer contribution / active EE | $9,181 | $3,106+195.6% | $4,675+96.4% | $2,757+233.0% |
| Participant deferral / active EE | $3,925 | $3,455+13.6% | $5,631-30.3% | $4,300-8.7% |
| Admin fee / account holder | $9,437 | $7,994+18.1% | $15,885-40.6% | $6,925+36.3% |