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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 | $101,778+20.9% | $164,975-25.4% | $80,925+52.1% |
| Participation rate | 85.4% | 71.8%+13.6pp | 78.6%+6.8pp | 67.7%+17.8pp |
| Annual return | 14.77% | 16.73%-2.0pp | 70.12%-55.4pp | 35.65%-20.9pp |
| Employer contribution / active EE | $6,272 | $2,954+112.3% | $4,343+44.4% | $2,756+127.6% |
| Participant deferral / active EE | $15,870 | $4,477+254.5% | $6,033+163.0% | $4,299+269.2% |
| Admin fee / account holder | $18,622 | $8,221+126.5% | $12,688+46.8% | $6,940+168.3% |