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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 | $126,277 | $106,749+18.3% | $145,433-13.2% | $82,448+53.2% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 18.60% | 27.59%-9.0pp | 66.58%-48.0pp | 41.64%-23.0pp |
| Employer contribution / active EE | $8,170 | $3,444+137.2% | $4,554+79.4% | $2,551+220.3% |
| Participant deferral / active EE | $11,055 | $6,519+69.6% | $7,897+40.0% | $4,139+167.1% |
| Admin fee / account holder | $23,570 | $8,390+180.9% | $13,129+79.5% | $7,234+225.8% |