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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 | $81,331+100.2% | $155,534+4.7% | $80,935+101.2% |
| Participation rate | 96.2% | 66.3%+29.9pp | 78.2%+17.9pp | 67.7%+28.5pp |
| Annual return | 12.47% | 33.37%-20.9pp | 64.92%-52.4pp | 35.66%-23.2pp |
| Employer contribution / active EE | $9,285 | $3,105+199.0% | $4,675+98.6% | $2,757+236.8% |
| Participant deferral / active EE | $7,700 | $3,454+122.9% | $5,630+36.8% | $4,299+79.1% |
| Admin fee / account holder | $19,443 | $7,999+143.1% | $15,900+22.3% | $6,924+180.8% |