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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 | $78,013+25.6% | $178,449-45.1% | $80,911+21.1% |
| Participation rate | 95.9% | 65.7%+30.3pp | 77.1%+18.8pp | 67.6%+28.3pp |
| Annual return | 18.18% | 18.07%+0.1pp | 27.09%-8.9pp | 35.63%-17.5pp |
| Employer contribution / active EE | $6,013 | $2,287+162.9% | $3,951+52.2% | $2,756+118.2% |
| Participant deferral / active EE | $9,847 | $4,408+123.4% | $6,277+56.9% | $4,297+129.1% |
| Admin fee / account holder | $22,761 | $7,166+217.6% | $10,362+119.7% | $6,935+228.2% |