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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 | $73,653 | $106,749-31.0% | $145,433-49.4% | $82,448-10.7% |
| Participation rate | 98.1% | 75.6%+22.5pp | 82.1%+16.0pp | 68.1%+30.1pp |
| Annual return | 18.78% | 27.59%-8.8pp | 66.58%-47.8pp | 41.64%-22.9pp |
| Employer contribution / active EE | $4,403 | $3,444+27.8% | $4,554-3.3% | $2,551+72.6% |
| Participant deferral / active EE | $12,810 | $6,519+96.5% | $7,897+62.2% | $4,139+209.5% |
| Admin fee / account holder | $21,081 | $8,390+151.3% | $13,129+60.6% | $7,234+191.4% |