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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 | $116,846 | $81,276+43.8% | $155,574-24.9% | $80,925+44.4% |
| Participation rate | 93.2% | 66.2%+26.9pp | 78.2%+14.9pp | 67.7%+25.5pp |
| Annual return | 14.96% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $4,390 | $3,103+41.5% | $4,676-6.1% | $2,756+59.3% |
| Participant deferral / active EE | $8,957 | $3,453+159.4% | $5,629+59.1% | $4,299+108.4% |
| Admin fee / account holder | $16,505 | $7,993+106.5% | $15,914+3.7% | $6,940+137.8% |