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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 | $106,421 | $67,602+57.4% | $82,312+29.3% | $70,126+51.8% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.9%-0.8pp | 69.5%+6.5pp |
| Annual return | 19.79% | 21.57%-1.8pp | 25.88%-6.1pp | 73.15%-53.4pp |
| Employer contribution / active EE | $3,818 | $1,755+117.6% | $2,428+57.2% | $2,343+63.0% |
| Participant deferral / active EE | $9,720 | $2,987+225.4% | $3,706+162.3% | $3,332+191.7% |
| Admin fee / account holder | $19,995 | $4,512+343.2% | $5,608+256.6% | $4,645+330.4% |