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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 | $106,864+18.2% | $147,318-14.3% | $82,637+52.8% |
| Participation rate | 94.7% | 75.5%+19.2pp | 82.1%+12.7pp | 68.1%+26.7pp |
| Annual return | 18.60% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $8,170 | $3,417+139.1% | $4,593+77.9% | $2,552+220.1% |
| Participant deferral / active EE | $11,055 | $6,496+70.2% | $7,906+39.8% | $4,126+167.9% |
| Admin fee / account holder | $23,570 | $8,415+180.1% | $13,708+71.9% | $7,339+221.2% |