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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 | $106,749+9.1% | $145,433-19.9% | $82,448+41.2% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 18.79% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $9,699 | $3,444+181.6% | $4,554+112.9% | $2,551+280.2% |
| Participant deferral / active EE | $13,721 | $6,519+110.5% | $7,897+73.7% | $4,139+231.5% |
| Admin fee / account holder | $21,986 | $8,390+162.1% | $13,129+67.5% | $7,234+203.9% |