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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 | $94,558 | $59,440+59.1% | $70,160+34.8% | $75,173+25.8% |
| Participation rate | 97.5% | 71.6%+25.9pp | 78.8%+18.7pp | 67.2%+30.3pp |
| Annual return | 16.24% | 18.53%-2.3pp | 19.08%-2.8pp | 160.72%-144.5pp |
| Employer contribution / active EE | $9,156 | $3,307+176.9% | $4,285+113.7% | $2,671+242.8% |
| Participant deferral / active EE | $5,787 | $3,653+58.4% | $5,394+7.3% | $4,126+40.2% |
| Admin fee / account holder | $18,798 | $4,401+327.1% | $4,582+310.3% | $5,651+232.7% |