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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 | $111,195 | $90,400+23.0% | $186,193-40.3% | $87,485+27.1% |
| Participation rate | 96.4% | 66.2%+30.2pp | 77.1%+19.3pp | 68.9%+27.5pp |
| Annual return | 16.73% | 22.15%-5.4pp | 78.03%-61.3pp | 26.06%-9.3pp |
| Employer contribution / active EE | $9,663 | $2,170+345.2% | $3,918+146.6% | $2,596+272.2% |
| Participant deferral / active EE | $11,686 | $4,330+169.9% | $6,513+79.4% | $4,274+173.4% |
| Admin fee / account holder | $14,046 | $8,673+62.0% | $11,058+27.0% | $7,775+80.7% |