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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 | $81,331+110.7% | $155,534+10.2% | $80,935+111.7% |
| Participation rate | 98.3% | 66.3%+32.0pp | 78.2%+20.1pp | 67.7%+30.6pp |
| Annual return | 10.68% | 33.37%-22.7pp | 64.92%-54.2pp | 35.66%-25.0pp |
| Employer contribution / active EE | $7,010 | $3,105+125.8% | $4,675+50.0% | $2,757+154.3% |
| Participant deferral / active EE | $7,975 | $3,454+130.9% | $5,630+41.7% | $4,299+85.5% |
| Admin fee / account holder | $25,989 | $7,999+224.9% | $15,900+63.5% | $6,924+275.3% |