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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 | $104,079 | $81,403+27.9% | $147,027-29.2% | $87,485+19.0% |
| Participation rate | 87.3% | 63.4%+23.9pp | 73.7%+13.6pp | 68.9%+18.4pp |
| Annual return | 20.74% | 16.51%+4.2pp | 20.23%+0.5pp | 26.06%-5.3pp |
| Employer contribution / active EE | $5,988 | $2,205+171.5% | $3,626+65.1% | $2,596+130.6% |
| Participant deferral / active EE | $7,426 | $3,315+124.0% | $4,933+50.5% | $4,274+73.8% |
| Admin fee / account holder | $27,466 | $6,755+306.6% | $12,223+124.7% | $7,775+253.3% |