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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 | $171,557 | $108,825+57.6% | $156,181+9.8% | $82,448+108.1% |
| Participation rate | 91.2% | 72.4%+18.8pp | 78.8%+12.3pp | 68.1%+23.1pp |
| Annual return | 16.58% | 20.59%-4.0pp | 64.87%-48.3pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,014 | $2,870+109.6% | $4,294+40.1% | $2,551+135.8% |
| Participant deferral / active EE | $7,682 | $4,577+67.8% | $6,132+25.3% | $4,139+85.6% |
| Admin fee / account holder | $22,364 | $9,341+139.4% | $14,586+53.3% | $7,234+209.1% |