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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 | $141,833 | $106,524+33.1% | $152,301-6.9% | $87,485+62.1% |
| Participation rate | 90.9% | 75.8%+15.2pp | 82.4%+8.5pp | 68.9%+22.0pp |
| Annual return | 18.34% | 26.89%-8.6pp | 80.50%-62.2pp | 26.06%-7.7pp |
| Employer contribution / active EE | $10,139 | $3,371+200.8% | $4,624+119.3% | $2,596+290.5% |
| Participant deferral / active EE | $14,936 | $6,525+128.9% | $8,004+86.6% | $4,274+249.5% |
| Admin fee / account holder | $17,509 | $8,287+111.3% | $14,398+21.6% | $7,775+125.2% |