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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 | $57,101 | $107,421-46.8% | $182,262-68.7% | $94,015-39.3% |
| Participation rate | 81.5% | 77.8%+3.7pp | 84.2%-2.7pp | 70.8%+10.7pp |
| Annual return | 21.94% | 21.32%+0.6pp | 140.60%-118.7pp | 17.84%+4.1pp |
| Employer contribution / active EE | $7,305 | $3,448+111.9% | $5,046+44.8% | $2,790+161.8% |
| Participant deferral / active EE | $15,210 | $6,558+131.9% | $8,276+83.8% | $4,249+257.9% |
| Admin fee / account holder | $18,306 | $8,692+110.6% | $16,712+9.5% | $8,951+104.5% |