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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 | $173,883 | $87,037+99.8% | $106,201+63.7% | $80,874+115.0% |
| Participation rate | 95.6% | 70.4%+25.2pp | 75.3%+20.3pp | 67.6%+28.0pp |
| Annual return | 18.62% | 17.05%+1.6pp | 116.26%-97.6pp | 35.62%-17.0pp |
| Employer contribution / active EE | $5,501 | $2,396+129.6% | $3,170+73.5% | $2,756+99.6% |
| Participant deferral / active EE | $8,710 | $3,986+118.5% | $5,012+73.8% | $4,297+102.7% |
| Admin fee / account holder | $29,560 | $8,434+250.5% | $11,039+167.8% | $6,935+326.2% |