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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 | $114,507 | $57,590+98.8% | $86,233+32.8% | $82,448+38.9% |
| Participation rate | 93.9% | 57.9%+36.1pp | 69.0%+24.9pp | 68.1%+25.9pp |
| Annual return | 15.99% | 22.41%-6.4pp | 61.39%-45.4pp | 41.64%-25.7pp |
| Employer contribution / active EE | $3,703 | $1,655+123.7% | $2,504+47.9% | $2,551+45.2% |
| Participant deferral / active EE | $7,950 | $3,080+158.1% | $4,559+74.4% | $4,139+92.1% |
| Admin fee / account holder | $17,779 | $4,730+275.9% | $8,342+113.1% | $7,234+145.8% |