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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 | $116,352 | $76,407+52.3% | $150,298-22.6% | $82,448+41.1% |
| Participation rate | 93.1% | 66.4%+26.7pp | 77.8%+15.3pp | 68.1%+25.0pp |
| Annual return | 16.66% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-25.0pp |
| Employer contribution / active EE | $8,938 | $2,614+241.9% | $4,154+115.2% | $2,551+250.4% |
| Participant deferral / active EE | $17,173 | $3,214+434.3% | $5,453+214.9% | $4,139+314.9% |
| Admin fee / account holder | $17,664 | $6,352+178.1% | $14,116+25.1% | $7,234+144.2% |