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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 | $84,953+30.9% | $163,379-31.9% | $82,637+34.6% |
| Participation rate | 96.4% | 65.9%+30.5pp | 76.8%+19.6pp | 68.1%+28.4pp |
| Annual return | 16.73% | 23.07%-6.3pp | 63.41%-46.7pp | 53.51%-36.8pp |
| Employer contribution / active EE | $9,663 | $2,183+342.7% | $3,752+157.5% | $2,552+278.6% |
| Participant deferral / active EE | $11,686 | $4,326+170.1% | $6,282+86.0% | $4,126+183.2% |
| Admin fee / account holder | $14,046 | $7,921+77.3% | $9,818+43.1% | $7,339+91.4% |