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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 | $112,267 | $101,795+10.3% | $165,100-32.0% | $80,959+38.7% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.7%+14.2pp |
| Annual return | 14.03% | 16.73%-2.7pp | 70.21%-56.2pp | 35.67%-21.6pp |
| Employer contribution / active EE | $4,877 | $2,954+65.1% | $4,348+12.2% | $2,757+76.9% |
| Participant deferral / active EE | $12,014 | $4,476+168.4% | $6,035+99.1% | $4,300+179.4% |
| Admin fee / account holder | $19,438 | $8,221+136.4% | $12,696+53.1% | $6,925+180.7% |