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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 | $181,504 | $86,949+108.7% | $102,460+77.1% | $80,959+124.2% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.1pp |
| Annual return | 11.44% | 18.89%-7.5pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $6,324 | $2,370+166.9% | $3,025+109.1% | $2,757+129.4% |
| Participant deferral / active EE | $9,696 | $4,121+135.3% | $5,056+91.8% | $4,300+125.5% |
| Admin fee / account holder | $26,407 | $8,048+228.1% | $9,460+179.1% | $6,925+281.3% |