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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 | $101,416 | $81,358+24.7% | $155,556-34.8% | $80,959+25.3% |
| Participation rate | 97.0% | 66.3%+30.7pp | 78.2%+18.7pp | 67.7%+29.3pp |
| Annual return | 14.68% | 33.39%-18.7pp | 64.84%-50.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $7,391 | $3,106+137.9% | $4,675+58.1% | $2,757+168.1% |
| Participant deferral / active EE | $14,190 | $3,455+310.7% | $5,631+152.0% | $4,300+230.0% |
| Admin fee / account holder | $15,184 | $7,994+89.9% | $15,885-4.4% | $6,925+119.2% |