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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 | $147,406 | $81,358+81.2% | $155,556-5.2% | $80,959+82.1% |
| Participation rate | 93.0% | 66.3%+26.7pp | 78.2%+14.8pp | 67.7%+25.3pp |
| Annual return | 14.48% | 33.39%-18.9pp | 64.84%-50.4pp | 35.67%-21.2pp |
| Employer contribution / active EE | $8,434 | $3,106+171.5% | $4,675+80.4% | $2,757+205.9% |
| Participant deferral / active EE | $6,332 | $3,455+83.3% | $5,631+12.5% | $4,300+47.3% |
| Admin fee / account holder | $18,607 | $7,994+132.8% | $15,885+17.1% | $6,925+168.7% |