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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 | $158,360 | $99,633+58.9% | $183,328-13.6% | $82,448+92.1% |
| Participation rate | 98.3% | 70.8%+27.5pp | 77.3%+20.9pp | 68.1%+30.2pp |
| Annual return | 21.07% | 17.84%+3.2pp | 29.67%-8.6pp | 41.64%-20.6pp |
| Employer contribution / active EE | $11,728 | $3,256+260.1% | $5,055+132.0% | $2,551+359.7% |
| Participant deferral / active EE | $17,435 | $4,938+253.1% | $6,795+156.6% | $4,139+321.2% |
| Admin fee / account holder | $15,571 | $9,934+56.7% | $21,427-27.3% | $7,234+115.2% |