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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 | $159,353 | $106,524+49.6% | $152,301+4.6% | $87,485+82.1% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 15.04% | 26.89%-11.8pp | 80.50%-65.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $6,203 | $3,371+84.0% | $4,624+34.1% | $2,596+138.9% |
| Participant deferral / active EE | $12,063 | $6,525+84.9% | $8,004+50.7% | $4,274+182.3% |
| Admin fee / account holder | $17,396 | $8,287+109.9% | $14,398+20.8% | $7,775+123.7% |