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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 | $171,329 | $81,276+110.8% | $155,574+10.1% | $80,925+111.7% |
| Participation rate | 98.3% | 66.2%+32.0pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 10.68% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-25.0pp |
| Employer contribution / active EE | $7,010 | $3,103+125.9% | $4,676+49.9% | $2,756+154.3% |
| Participant deferral / active EE | $7,975 | $3,453+131.0% | $5,629+41.7% | $4,299+85.5% |
| Admin fee / account holder | $25,989 | $7,993+225.1% | $15,914+63.3% | $6,940+274.5% |