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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 | $141,487 | $78,520+80.2% | $96,576+46.5% | $82,448+71.6% |
| Participation rate | 88.7% | 77.7%+11.0pp | 81.4%+7.3pp | 68.1%+20.7pp |
| Annual return | 15.64% | 41.30%-25.7pp | 38.47%-22.8pp | 41.64%-26.0pp |
| Employer contribution / active EE | $6,817 | $2,630+159.2% | $3,553+91.8% | $2,551+167.2% |
| Participant deferral / active EE | $17,366 | $6,754+157.1% | $7,956+118.3% | $4,139+319.5% |
| Admin fee / account holder | $21,380 | $13,455+58.9% | $11,381+87.9% | $7,234+195.5% |