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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 | $120,887 | $76,407+58.2% | $150,298-19.6% | $82,448+46.6% |
| Participation rate | 92.5% | 66.4%+26.1pp | 77.8%+14.8pp | 68.1%+24.5pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,647 | $2,614+192.5% | $4,154+84.1% | $2,551+199.8% |
| Participant deferral / active EE | $6,756 | $3,214+110.2% | $5,453+23.9% | $4,139+63.2% |
| Admin fee / account holder | $27,965 | $6,352+340.3% | $14,116+98.1% | $7,234+286.6% |