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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 | $171,042 | $77,472+120.8% | $100,392+70.4% | $80,935+111.3% |
| Participation rate | 86.2% | 76.9%+9.2pp | 81.5%+4.6pp | 67.7%+18.5pp |
| Annual return | 13.99% | 37.26%-23.3pp | 49.45%-35.5pp | 35.66%-21.7pp |
| Employer contribution / active EE | $6,738 | $2,800+140.6% | $3,941+70.9% | $2,757+144.4% |
| Participant deferral / active EE | $19,108 | $6,818+180.3% | $8,090+136.2% | $4,299+344.4% |
| Admin fee / account holder | $24,873 | $5,885+322.7% | $7,904+214.7% | $6,924+259.2% |