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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 | $97,981 | $78,015+25.6% | $178,505-45.1% | $80,959+21.0% |
| Participation rate | 95.9% | 65.7%+30.3pp | 77.1%+18.8pp | 67.7%+28.3pp |
| Annual return | 18.18% | 18.10%+0.1pp | 27.16%-9.0pp | 35.67%-17.5pp |
| Employer contribution / active EE | $6,013 | $2,281+163.6% | $3,955+52.0% | $2,757+118.1% |
| Participant deferral / active EE | $9,847 | $4,406+123.5% | $6,280+56.8% | $4,300+129.0% |
| Admin fee / account holder | $22,761 | $7,160+217.9% | $10,428+118.3% | $6,925+228.7% |