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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 | $136,462 | $93,055+46.6% | $153,741-11.2% | $80,959+68.6% |
| Participation rate | 98.0% | 69.0%+29.1pp | 77.1%+20.9pp | 67.7%+30.4pp |
| Annual return | 14.06% | 19.97%-5.9pp | 15.71%-1.7pp | 35.67%-21.6pp |
| Employer contribution / active EE | $13,963 | $3,504+298.5% | $5,042+177.0% | $2,757+406.4% |
| Participant deferral / active EE | $19,276 | $5,172+272.7% | $6,757+185.3% | $4,300+348.2% |
| Admin fee / account holder | $19,429 | $8,881+118.8% | $12,749+52.4% | $6,925+180.6% |