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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 | $173,330 | $87,059+99.1% | $105,608+64.1% | $80,925+114.2% |
| Participation rate | 96.7% | 70.4%+26.2pp | 75.3%+21.4pp | 67.7%+29.0pp |
| Annual return | 12.59% | 17.05%-4.5pp | 116.50%-103.9pp | 35.65%-23.1pp |
| Employer contribution / active EE | $4,611 | $2,396+92.4% | $3,167+45.6% | $2,756+67.3% |
| Participant deferral / active EE | $10,905 | $3,986+173.6% | $5,010+117.7% | $4,299+153.7% |
| Admin fee / account holder | $20,725 | $8,443+145.5% | $11,028+87.9% | $6,940+198.6% |