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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 | $116,433 | $107,421+8.4% | $182,262-36.1% | $94,015+23.8% |
| Participation rate | 96.0% | 77.8%+18.2pp | 84.2%+11.8pp | 70.8%+25.2pp |
| Annual return | 18.79% | 21.32%-2.5pp | 140.60%-121.8pp | 17.84%+0.9pp |
| Employer contribution / active EE | $9,699 | $3,448+181.3% | $5,046+92.2% | $2,790+247.6% |
| Participant deferral / active EE | $13,721 | $6,558+109.2% | $8,276+65.8% | $4,249+222.9% |
| Admin fee / account holder | $21,986 | $8,692+152.9% | $16,712+31.6% | $8,951+145.6% |