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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 | $128,590 | $81,331+58.1% | $155,534-17.3% | $80,935+58.9% |
| Participation rate | 92.3% | 66.3%+26.1pp | 78.2%+14.1pp | 67.7%+24.6pp |
| Annual return | 15.18% | 33.37%-18.2pp | 64.92%-49.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $6,580 | $3,105+111.9% | $4,675+40.8% | $2,757+138.7% |
| Participant deferral / active EE | $9,652 | $3,454+179.4% | $5,630+71.4% | $4,299+124.5% |
| Admin fee / account holder | $13,102 | $7,999+63.8% | $15,900-17.6% | $6,924+89.2% |