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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 | $117,502 | $57,073+105.9% | $85,126+38.0% | $80,925+45.2% |
| Participation rate | 96.4% | 56.4%+40.0pp | 67.5%+28.9pp | 67.7%+28.8pp |
| Annual return | 17.91% | 21.69%-3.8pp | 66.63%-48.7pp | 35.65%-17.7pp |
| Employer contribution / active EE | $8,206 | $1,801+355.7% | $2,731+200.4% | $2,756+197.7% |
| Participant deferral / active EE | $10,218 | $3,113+228.2% | $4,523+125.9% | $4,299+137.7% |
| Admin fee / account holder | $12,034 | $4,988+141.3% | $6,160+95.4% | $6,940+73.4% |