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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 | $106,409 | $78,015+36.4% | $178,505-40.4% | $80,959+31.4% |
| Participation rate | 93.3% | 65.7%+27.7pp | 77.1%+16.2pp | 67.7%+25.7pp |
| Annual return | 15.81% | 18.10%-2.3pp | 27.16%-11.3pp | 35.67%-19.9pp |
| Employer contribution / active EE | $5,018 | $2,281+120.0% | $3,955+26.9% | $2,757+82.0% |
| Participant deferral / active EE | $9,640 | $4,406+118.8% | $6,280+53.5% | $4,300+124.2% |
| Admin fee / account holder | $16,473 | $7,160+130.1% | $10,428+58.0% | $6,925+137.9% |