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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 | $106,381 | $90,400+17.7% | $186,193-42.9% | $87,485+21.6% |
| Participation rate | 85.4% | 66.2%+19.2pp | 77.1%+8.3pp | 68.9%+16.5pp |
| Annual return | 18.94% | 22.15%-3.2pp | 78.03%-59.1pp | 26.06%-7.1pp |
| Employer contribution / active EE | $5,533 | $2,170+154.9% | $3,918+41.2% | $2,596+113.1% |
| Participant deferral / active EE | $13,291 | $4,330+207.0% | $6,513+104.1% | $4,274+211.0% |
| Admin fee / account holder | $17,481 | $8,673+101.6% | $11,058+58.1% | $7,775+124.8% |