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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 | $96,885 | $81,476+18.9% | $102,383-5.4% | $80,925+19.7% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 25.65% | 25.59%+0.1pp | 24.94%+0.7pp | 35.65%-10.0pp |
| Employer contribution / active EE | $7,392 | $3,105+138.1% | $3,870+91.0% | $2,756+168.2% |
| Participant deferral / active EE | $7,429 | $3,871+91.9% | $5,060+46.8% | $4,299+72.8% |
| Admin fee / account holder | $14,549 | $6,717+116.6% | $8,391+73.4% | $6,940+109.6% |