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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 | $173,624 | $106,749+62.6% | $145,433+19.4% | $82,448+110.6% |
| Participation rate | 96.0% | 75.6%+20.4pp | 82.1%+13.9pp | 68.1%+27.9pp |
| Annual return | 14.67% | 27.59%-12.9pp | 66.58%-51.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $7,237 | $3,444+110.1% | $4,554+58.9% | $2,551+183.7% |
| Participant deferral / active EE | $5,818 | $6,519-10.7% | $7,897-26.3% | $4,139+40.6% |
| Admin fee / account holder | $1,983 | $8,390-76.4% | $13,129-84.9% | $7,234-72.6% |