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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 | $106,524+9.3% | $152,301-23.6% | $87,485+33.1% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 18.79% | 26.89%-8.1pp | 80.50%-61.7pp | 26.06%-7.3pp |
| Employer contribution / active EE | $9,699 | $3,371+187.7% | $4,624+109.7% | $2,596+273.6% |
| Participant deferral / active EE | $13,721 | $6,525+110.3% | $8,004+71.4% | $4,274+221.1% |
| Admin fee / account holder | $21,986 | $8,287+165.3% | $14,398+52.7% | $7,775+182.8% |