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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 | $86,938+108.8% | $102,423+77.2% | $80,925+124.3% |
| Participation rate | 97.8% | 72.4%+25.4pp | 76.5%+21.3pp | 67.7%+30.1pp |
| Annual return | 11.44% | 18.89%-7.5pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $6,324 | $2,369+166.9% | $3,023+109.2% | $2,756+129.5% |
| Participant deferral / active EE | $9,696 | $4,120+135.3% | $5,054+91.8% | $4,299+125.6% |
| Admin fee / account holder | $26,407 | $8,053+227.9% | $9,455+179.3% | $6,940+280.5% |