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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 | $98,019 | $81,331+20.5% | $155,534-37.0% | $80,935+21.1% |
| Participation rate | 81.8% | 66.3%+15.6pp | 78.2%+3.6pp | 67.7%+14.2pp |
| Annual return | 13.65% | 33.37%-19.7pp | 64.92%-51.3pp | 35.66%-22.0pp |
| Employer contribution / active EE | $6,127 | $3,105+97.3% | $4,675+31.1% | $2,757+122.2% |
| Participant deferral / active EE | $14,385 | $3,454+316.5% | $5,630+155.5% | $4,299+234.6% |
| Admin fee / account holder | $22,146 | $7,999+176.9% | $15,900+39.3% | $6,924+219.8% |