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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 | $162,857 | $81,358+100.2% | $155,556+4.7% | $80,959+101.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 12.47% | 33.39%-20.9pp | 64.84%-52.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $9,285 | $3,106+198.9% | $4,675+98.6% | $2,757+236.7% |
| Participant deferral / active EE | $7,700 | $3,455+122.8% | $5,631+36.8% | $4,300+79.1% |
| Admin fee / account holder | $19,443 | $7,994+143.2% | $15,885+22.4% | $6,925+180.8% |