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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 | $93,473 | $101,798-8.2% | $165,071-43.4% | $80,935+15.5% |
| Participation rate | 92.3% | 71.8%+20.5pp | 78.6%+13.7pp | 67.7%+24.6pp |
| Annual return | 15.15% | 16.73%-1.6pp | 70.17%-55.0pp | 35.66%-20.5pp |
| Employer contribution / active EE | $6,913 | $2,954+134.0% | $4,347+59.0% | $2,757+150.8% |
| Participant deferral / active EE | $17,894 | $4,476+299.7% | $6,035+196.5% | $4,299+316.2% |
| Admin fee / account holder | $16,532 | $8,221+101.1% | $12,695+30.2% | $6,924+138.8% |