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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 | $125,327 | $90,400+38.6% | $186,193-32.7% | $87,485+43.3% |
| Participation rate | 97.6% | 66.2%+31.4pp | 77.1%+20.4pp | 68.9%+28.6pp |
| Annual return | 22.20% | 22.15%+0.1pp | 78.03%-55.8pp | 26.06%-3.9pp |
| Employer contribution / active EE | $5,803 | $2,170+167.4% | $3,918+48.1% | $2,596+123.5% |
| Participant deferral / active EE | $11,448 | $4,330+164.4% | $6,513+75.8% | $4,274+167.9% |
| Admin fee / account holder | $24,605 | $8,673+183.7% | $11,058+122.5% | $7,775+216.5% |