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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 | $93,057+46.6% | $153,500-11.1% | $80,925+68.6% |
| Participation rate | 98.0% | 69.0%+29.1pp | 77.1%+20.9pp | 67.7%+30.4pp |
| Annual return | 14.06% | 19.96%-5.9pp | 15.70%-1.6pp | 35.65%-21.6pp |
| Employer contribution / active EE | $13,963 | $3,507+298.1% | $5,039+177.1% | $2,756+406.6% |
| Participant deferral / active EE | $19,276 | $5,179+272.2% | $6,756+185.3% | $4,299+348.4% |
| Admin fee / account holder | $19,429 | $8,885+118.7% | $12,736+52.6% | $6,940+180.0% |