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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 | $163,586 | $108,825+50.3% | $156,181+4.7% | $82,448+98.4% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 15.50% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $7,062 | $2,870+146.1% | $4,294+64.5% | $2,551+176.9% |
| Participant deferral / active EE | $7,291 | $4,577+59.3% | $6,132+18.9% | $4,139+76.1% |
| Admin fee / account holder | $13,525 | $9,341+44.8% | $14,586-7.3% | $7,234+87.0% |