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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 | $113,881 | $90,400+26.0% | $186,193-38.8% | $87,485+30.2% |
| Participation rate | 98.5% | 66.2%+32.3pp | 77.1%+21.4pp | 68.9%+29.6pp |
| Annual return | 16.59% | 22.15%-5.6pp | 78.03%-61.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $7,513 | $2,170+246.2% | $3,918+91.7% | $2,596+189.4% |
| Participant deferral / active EE | $11,980 | $4,330+176.7% | $6,513+83.9% | $4,274+180.3% |
| Admin fee / account holder | $11,572 | $8,673+33.4% | $11,058+4.6% | $7,775+48.8% |