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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 | $123,070 | $101,795+20.9% | $165,100-25.5% | $80,959+52.0% |
| Participation rate | 85.4% | 71.8%+13.6pp | 78.6%+6.8pp | 67.7%+17.7pp |
| Annual return | 14.77% | 16.73%-2.0pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $6,272 | $2,954+112.4% | $4,348+44.3% | $2,757+127.5% |
| Participant deferral / active EE | $15,870 | $4,476+254.5% | $6,035+162.9% | $4,300+269.0% |
| Admin fee / account holder | $18,622 | $8,221+126.5% | $12,696+46.7% | $6,925+168.9% |